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with Pipedrive and Zoho Invoice?
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Popular Ways to Connect Pipedrive with Zoho Invoice#
Popular Pipedrive and Zoho Invoice Triggers#
Triggers when a new estimate is created. See the documentation
Triggers when a new invoice is created in Zoho Invoice. See the documentation
Popular Pipedrive and Zoho Invoice Actions#
Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive
Creates a new estimate in Zoho Invoice. See the documentation
Creates a new invoice in Zoho Invoice. See the documentation
Overview of Pipedrive#
Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.
Connect Pipedrive#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipedrive: {
type: "app",
app: "pipedrive",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.pipedrive.$auth.api_domain}/users/me`,
headers: {
Authorization: `Bearer ${this.pipedrive.$auth.oauth_access_token}`,
},
})
},
})
Overview of Zoho Invoice#
The Zoho Invoice API offers a suite of tools to automate the invoicing and billing processes. With this API, you can create and manage customers, invoices, and payments. On Pipedream, you can harness these capabilities to build workflows that trigger on specific events, such as new invoice creation, or scheduled tasks that could, for example, follow up on unpaid invoices. Due to its serverless architecture, Pipedream ensures each step of your workflow runs only when needed, saving resources and time.
Connect Zoho Invoice#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_invoice: {
type: "app",
app: "zoho_invoice",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.zoho_invoice.$auth.api_domain}/invoice/v3/users/me`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_invoice.$auth.oauth_access_token}`,
"X-com-zoho-invoice-organizationid": `${this.zoho_invoice.$auth.organization_id}`,
},
})
},
})
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