What do you want to automate
with OnePageCRM and DocuMerge?
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Popular Ways to Connect OnePageCRM with DocuMerge#
Popular OnePageCRM and DocuMerge Triggers#
Emit new event each time a new contact is created in OnePageCRM.
Emit new event when a deal is successfully closed in the CRM.
Emit new event when a merged document is created in documerge.
Emit new event when a merged route is created in documerge.
Popular OnePageCRM and DocuMerge Actions#
Merges multiple user-specified files into a single PDF or DOCX. See the documentation
Deletes an existing contact from OnePageCRM. See the documentation
Converts a specified file into a PDF. See the documentation
Extracts and returns data from fields in a given document. See the documentation
Overview of OnePageCRM#
The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with hundreds of other apps to streamline your sales process, enhance lead generation, and improve follow-ups.
Connect OnePageCRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
onepagecrm: {
type: "app",
app: "onepagecrm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.onepagecrm.com/api/v3/contacts.json`,
auth: {
username: `${this.onepagecrm.$auth.user_id}`,
password: `${this.onepagecrm.$auth.api_key}`,
},
})
},
})
Connect DocuMerge#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
documerge: {
type: "app",
app: "documerge",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.documerge.ai/api/documents`,
headers: {
Authorization: `Bearer ${this.documerge.$auth.api_token}`,
"Accept": `application/json`,
"Content-Type": `application/json`,
},
})
},
})
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