Integrate the Mercury API with the Zoho CRM API

Setup the Mercury API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Mercury and Zoho CRM remarkably fast. Free for developers.

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Popular Ways to Connect Mercury with Zoho CRM#

Convert Lead with Zoho CRM API on New Transaction from Mercury API

Mercury + Zoho CRM

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Create Object with Zoho CRM API on New Transaction from Mercury API

Mercury + Zoho CRM

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Download Attachment with Zoho CRM API on New Transaction from Mercury API

Mercury + Zoho CRM

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Get Account Information with Mercury API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Mercury

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Get Account Information with Mercury API on New Event (Instant) from Zoho CRM API

Zoho CRM + Mercury

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Popular Mercury and Zoho CRM Triggers#

New Transaction from the Mercury API

Emit new event for each transaction in an account.

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New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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Popular Mercury and Zoho CRM Actions#

Get Account Information with the Mercury API

Retrieve information about a specific account. See the documentation

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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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Get Object with the Zoho CRM API

Gets record data given its id.

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Overview of Mercury#

The Mercury API offers a window into banking tailored for startups. With it, you can automate your financial operations, sync transaction data with your accounting software, and monitor your business financial health programmatically. Creating workflows on Pipedream with Mercury's API allows you to connect your banking data with numerous other apps to streamline payments, reconcile transactions, and keep a pulse on your company's money matters.

Connect Mercury#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    mercury: {
      type: "app",
      app: "mercury",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://backend.mercury.co/api/v1/accounts`,
      headers: {
        Authorization: `Bearer ${this.mercury.$auth.api_key}`,
      },
    })
  },
})

Overview of Zoho CRM#

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})

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