Integrate the PayTrace API with the Zoho CRM API

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

Popular Ways to Connect PayTrace with Zoho CRM#

Batch Summary with PayTrace API on New Contact (Instant) from Zoho CRM API

Zoho CRM + PayTrace

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Batch Summary with PayTrace API on New Event (Instant) from Zoho CRM API

Zoho CRM + PayTrace

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Batch Summary with PayTrace API on New Lead (Instant) from Zoho CRM API

Zoho CRM + PayTrace

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Batch Summary with PayTrace API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + PayTrace

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Batch Summary with PayTrace API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + PayTrace

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Popular PayTrace and Zoho CRM Triggers#

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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New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

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Popular PayTrace and Zoho CRM Actions#

Batch Summary with the PayTrace API

This method can be used to export a summary of specific batch details or currently pending settlement details by card and transaction type. If no optional parameter is provided, the latest batch details will be returned. 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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List Batch Transactions with the PayTrace API

This method can be used to export settled transaction details within a specific batch. This method will return one or more transaction records. 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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List Batches by Date Range with the PayTrace API

This method can be used to export a set of batch summary details with a provided date range. This method will return one or more batch summary records. See docs here

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Overview of PayTrace#

The PayTrace API offers a robust suite of payment processing tools for developers aiming to build seamless payment integrations. With it, you can automate credit card transactions, manage customer profiles, and generate detailed reports, among other functionalities. Leveraging the PayTrace API on Pipedream allows you to create workflows that interact with other services like CRMs, accounting software, and ecommerce platforms, facilitating tasks like sales automation, financial reconciliation, and data synchronization.

Connect PayTrace#

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