Integrate the Pdfless API with the Zoho CRM API

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

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Popular Ways to Connect Pdfless with Zoho CRM#

Create a PDF document with Pdfless API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Pdfless

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Create a PDF document with Pdfless API on New Event (Instant) from Zoho CRM API

Zoho CRM + Pdfless

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Create a PDF document with Pdfless API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Pdfless

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Create a PDF document with Pdfless API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Pdfless

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Create a PDF document with Pdfless API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Pdfless

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Popular Pdfless 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 Pdfless and Zoho CRM Actions#

Create a PDF document with the Pdfless API

Create a PDF document based on selected template identifier and defined payload. 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 Pdfless#

The Pdfless API provides a suite of tools for creating and manipulating PDF documents, enabling users to generate PDFs from HTML, merge multiple PDFs into one, split a PDF into separate files, and convert PDFs to other formats. By incorporating the Pdfless API into Pipedream workflows, you can automate document processing tasks, streamline data extraction, and integrate with other services to manage documents as part of larger business processes.

Connect Pdfless#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pdfless: {
      type: "app",
      app: "pdfless",
    }
  },
  async run({steps, $}) {
    const data = {
      "template_id": `[your_template_id]`,
      "payload": `{ "Company": "Company & co" } }`,
    }
    return await axios($, {
      method: "post",
      url: `https://api.pdfless.com/v1/pdfs`,
      headers: {
        "apikey": `${this.pdfless.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
      data,
    })
  },
})

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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