Integrate the PDF Charts API with the Zoho CRM API

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

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Popular Ways to Connect PDF Charts with Zoho CRM#

Create PDF with PDF Charts API on New Contact (Instant) from Zoho CRM API

Zoho CRM + PDF Charts

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Create PDF with PDF Charts API on New Event (Instant) from Zoho CRM API

Zoho CRM + PDF Charts

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Create PDF with PDF Charts API on New Lead (Instant) from Zoho CRM API

Zoho CRM + PDF Charts

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Create PDF with PDF Charts API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + PDF Charts

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Create PDF with PDF Charts API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + PDF Charts

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Popular PDF Charts 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 PDF Charts and Zoho CRM Actions#

Create PDF with the PDF Charts API

Create a PDF document using PDF Charts. 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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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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Get Object with the Zoho CRM API

Gets record data given its id.

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Overview of PDF Charts#

The PDF Charts API allows users to create high-quality, customizable PDF documents featuring various chart types directly from data. This API is especially valuable in automated reporting systems, data visualization for analytics, and dynamically generated financial or operational reports. By integrating this API with Pipedream, you can automate the generation and distribution of these documents based on triggers from numerous other apps and data sources, streamlining processes like monthly sales reporting, customer analytics, or resource management.

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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