Namely

Namely is the only HR, payroll, benefits, and talent management platform your employees will love.

Integrate the Namely API with the Zoho CRM API

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

Convert Lead with Zoho CRM API on New Created User from Namely API
Namely + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Updated User from Namely API
Namely + Zoho CRM
 
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Create Object with Zoho CRM API on New Created User from Namely API
Namely + Zoho CRM
 
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Create Object with Zoho CRM API on New Updated User from Namely API
Namely + Zoho CRM
 
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Create User with Namely API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Namely
 
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New Created User from the Namely API

Emit new event for each user created.

 
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New Updated User from the Namely API

Emit new event for each user updated.

 
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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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Create User with the Namely API

Creates a new user. 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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Get User with the Namely API

Get a user. 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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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 Namely

Namely is a Human Resources Information System (HRIS) designed to simplify HR, payroll, benefits, and talent management. By leveraging the Namely API on Pipedream, you can automate employee data synchronization across various platforms, streamline HR operations by triggering workflows based on employee lifecycle events, and even analyze workforce data to gain insights. It's a potent tool for HR professionals looking to integrate their HR tech stack and automate repetitive tasks.

Connect Namely

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    namely: {
      type: "app",
      app: "namely",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.namely.$auth.subdomain}.namely.com/api/v1/profiles/me`,
      headers: {
        Authorization: `Bearer ${this.namely.$auth.oauth_access_token}`,
      },
    })
  },
})

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

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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}`,
      },
    })
  },
})