Integrate the Moxie API with the Zoho CRM API

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

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Popular Ways to Connect Moxie with Zoho CRM#

Convert Lead with Zoho CRM API on New Client Added from Moxie API

Moxie + Zoho CRM

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Convert Lead with Zoho CRM API on New Project Created from Moxie API

Moxie + Zoho CRM

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

Zoho CRM + Moxie

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Create Client with Moxie API on New Event (Instant) from Zoho CRM API

Zoho CRM + Moxie

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Create Client with Moxie API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Moxie

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Popular Moxie and Zoho CRM Triggers#

New Client Added from the Moxie API

Emit new event when a new client is created.

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New Project Created from the Moxie API

Emit new event when a new project is created.

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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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Popular Moxie and Zoho CRM Actions#

Create Client with the Moxie API

Create a new client. 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 Task with the Moxie API

Create a new task. 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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Overview of Moxie#

The Moxie API provides tools to facilitate customer engagement through chat and messaging services. With this API, you can integrate real-time chat capabilities, manage conversations, and leverage customer data to provide personalized support. On Pipedream, you can use the Moxie API to create automated workflows that respond to events in Moxie, such as new messages or chat engagements, and connect them with other services to enhance customer support, automate responses, and streamline communication processes.

Connect Moxie#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    moxie: {
      type: "app",
      app: "moxie",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.moxie.$auth.base_url}action/clients/list`,
      headers: {
        "X-API-KEY": `${this.moxie.$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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