What do you want to automate

with Plaid and Zoho CRM?

Prompt, edit and deploy AI agents that connect to Plaid, Zoho CRM and 2,500+ other apps in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Convert Lead with Zoho CRM API on New Accounts Available (Instant) from Plaid API
Plaid + Zoho CRM
 
Try it
Convert Lead with Zoho CRM API on New Event (Instant) from Plaid API
Plaid + Zoho CRM
 
Try it
Convert Lead with Zoho CRM API on Sync Updates Available (Instant) from Plaid API
Plaid + Zoho CRM
 
Try it
Create Access Token with Plaid API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Plaid
 
Try it
Create Access Token with Plaid API on New Event (Instant) from Zoho CRM API
Zoho CRM + Plaid
 
Try it
New Accounts Available (Instant) from the Plaid API

Emit new event when there are new accounts available at the Financial Institution. See the documentation

 
Try it
New Event (Instant) from the Plaid API

Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation

 
Try it
Sync Updates Available (Instant) from the Plaid API

Emit new event when there are new updates available for a connected account. See the documentation

 
Try it
New Contact (Instant) from the Zoho CRM API

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

 
Try it
New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

 
Try it
Create Access Token with the Plaid API

Exchange a Link public_token for an API access_token. See the documentation

 
Try it
Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

 
Try it
Create Sandbox Public Token with the Plaid API

Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation

 
Try it
Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

 
Try it
Create User with the Plaid API

Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation

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

Overview of Plaid

The Plaid API offers a multitude of financial data operations, enabling developers to manage and interact with user bank accounts, transactions, identity info, and more, all within a secure and compliant ecosystem. Integrating Plaid with Pipedream can unlock powerful automations, like syncing transaction data to accounting software, verifying user identities for KYC compliance, and automating financial alerts or reporting.

Connect Plaid

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
module.exports = defineComponent({
  props: {
    plaid: {
      type: "app",
      app: "plaid",
    }
  },
  async run({steps, $}) {
    const { Configuration, PlaidApi } = require('plaid');
    
    const client = new PlaidApi(
      new Configuration({
        basePath: this.plaid.$auth.environment,
        baseOptions: {
          headers: {
            'PLAID-CLIENT-ID': this.plaid.$auth.client_id,
            'PLAID-SECRET': this.plaid.$auth.client_secret,
          },
        },
      })
    );
    
    // Test request
    const request = {
      count: 10,
      offset: 0,
      country_codes: ['US'],
    };
    
    const response = await client.institutionsGet(request);
    return response.data.institutions;
  },
})

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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
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}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo