Integrate the Papersign API with the Zoho CRM API

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

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Popular Ways to Connect Papersign with Zoho CRM#

Convert Lead with Zoho CRM API on New Document Completed (Instant) from Papersign API

Papersign + Zoho CRM

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Convert Lead with Zoho CRM API on New Event in Papersign (Instant) from Papersign API

Papersign + Zoho CRM

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Convert Lead with Zoho CRM API on New Signer Signed (Instant) from Papersign API

Papersign + Zoho CRM

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Copy Document with Papersign API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Papersign

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Copy Document with Papersign API on New Event (Instant) from Zoho CRM API

Zoho CRM + Papersign

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Popular Papersign and Zoho CRM Triggers#

New Document Completed (Instant) from the Papersign API

Emit new event when a document is completed, i.e., all signers have signed.

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New Event in Papersign (Instant) from the Papersign API

Emit new event when any document or signer action occurs.

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New Signer Signed (Instant) from the Papersign API

Emit new event when a signer signs a document.

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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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Popular Papersign and Zoho CRM Actions#

Copy Document with the Papersign API

Duplicates a given document. 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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Get Document with the Papersign API

Retrieve a document using a specified ID. 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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Connect Papersign#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    papersign: {
      type: "app",
      app: "papersign",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.paperform.co/v1/papersign/documents`,
      headers: {
        Authorization: `Bearer ${this.papersign.$auth.access_token}`,
        "accept": `application/json`,
      },
    })
  },
})

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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