Integrate the MX Technologies API with the Zoho CRM API

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

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Popular Ways to Connect MX Technologies with Zoho CRM#

Convert Lead with Zoho CRM API on New User Created from MX Technologies API

MX Technologies + Zoho CRM

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Create Account with MX Technologies API on New Contact (Instant) from Zoho CRM API

Zoho CRM + MX Technologies

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Create Account with MX Technologies API on New Event (Instant) from Zoho CRM API

Zoho CRM + MX Technologies

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Create Account with MX Technologies API on New Lead (Instant) from Zoho CRM API

Zoho CRM + MX Technologies

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Create Account with MX Technologies API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + MX Technologies

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Popular MX Technologies and Zoho CRM Triggers#

New User Created from the MX Technologies API

Emit new event for each new user 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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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 MX Technologies and Zoho CRM Actions#

Create Account with the MX Technologies API

Creates a new account for a specific user. 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 User with the MX Technologies API

Creates a new user in the MX Technologies platform. 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 MX Technologies#

The MX Technologies API provides a range of financial data solutions, enabling users to obtain insights into personal finances, conduct risk analysis, and offer personalized financial advice. Within Pipedream, you can harness the power of the MX API to automate financial data aggregation, customer profiling, and trigger custom workflows based on financial events or changes in user data.

Connect MX Technologies#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    mx_technologies: {
      type: "app",
      app: "mx_technologies",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.mx_technologies.$auth.environment}.mx.com/users`,
      headers: {
        "Accept": `application/vnd.mx.api.v1+json`,
      },
      auth: {
        username: `${this.mx_technologies.$auth.client_id}`,
        password: `${this.mx_technologies.$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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