Integrate the PandaDoc API with the Zoho CRM API

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

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Popular Ways to Connect PandaDoc with Zoho CRM#

Convert Lead with Zoho CRM API on Document Creation Failed (Instant) from PandaDoc API

PandaDoc + Zoho CRM

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Convert Lead with Zoho CRM API on Document Deleted (Instant) from PandaDoc API

PandaDoc + Zoho CRM

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Convert Lead with Zoho CRM API on Document State Changed (Instant) from PandaDoc API

PandaDoc + Zoho CRM

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Convert Lead with Zoho CRM API on Document Updated (Instant) from PandaDoc API

PandaDoc + Zoho CRM

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Convert Lead with Zoho CRM API on Recipient Completed (Instant) from PandaDoc API

PandaDoc + Zoho CRM

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Popular PandaDoc and Zoho CRM Triggers#

Document Creation Failed (Instant) from the PandaDoc API

Emit new event when a document failed to be created. See the documentation here

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Document Deleted (Instant) from the PandaDoc API

Emit new event when a document is deleted. See the documentation here

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Document State Changed (Instant) from the PandaDoc API

Emit new event when a document's state is changed. See the documentation 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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Document Updated (Instant) from the PandaDoc API

Emit new event when a document is updated. See the documentation here

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Popular PandaDoc and Zoho CRM Actions#

Create Document Attachment with the PandaDoc API

Adds an attachment to a document. See the documentation 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 Document From File with the PandaDoc API

Create a document from a file or public file URL. See the documentation 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 Document From Template with the PandaDoc API

Create a Document from a PandaDoc Template. See the documentation here

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Overview of PandaDoc#

The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.

Connect PandaDoc#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pandadoc: {
      type: "app",
      app: "pandadoc",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.pandadoc.com/public/v1/members/current/`,
      headers: {
        Authorization: `Bearer ${this.pandadoc.$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#

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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