Integrate the Moneybird API with the Zoho CRM API

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

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Popular Ways to Connect Moneybird with Zoho CRM#

Convert Lead with Zoho CRM API on New Webhook event from Moneybird API

Moneybird + Zoho CRM

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Create Contact with Moneybird API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Moneybird

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Create Contact with Moneybird API on New Event (Instant) from Zoho CRM API

Zoho CRM + Moneybird

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Create Contact with Moneybird API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Moneybird

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Create Contact with Moneybird API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Moneybird

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Popular Moneybird and Zoho CRM Triggers#

New Webhook event from the Moneybird API

Emit new event on each webhook event. See docs here

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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 Moneybird and Zoho CRM Actions#

Create Contact with the Moneybird API

Create a new contact. See docs here

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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 Quote with the Moneybird API

Create a new quote. See docs here

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Create Sale Invoice with the Moneybird API

Create a sale invoice. See docs here

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Overview of Moneybird#

The Moneybird API allows you to automate your finance and accounting tasks by enabling programmatic access to your Moneybird account. With the API, you can create invoices, manage contacts, record payments, and fetch financial reports. This integration with Pipedream allows you to streamline your financial operations by connecting Moneybird with other apps and services to automate workflows, sync data, and trigger actions based on financial events.

Connect Moneybird#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    moneybird: {
      type: "app",
      app: "moneybird",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://moneybird.com/api/v2/${this.moneybird.$auth.administration_id}/users`,
      headers: {
        Authorization: `Bearer ${this.moneybird.$auth.oauth_access_token}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

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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