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with Planning Center and Zoho CRM?
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Popular Ways to Connect Planning Center with Zoho CRM#
Popular Planning Center and Zoho CRM Triggers#
Emit new event when a new calendar event is created. See the documentation
Emit new event when a donation is received. See the documentation
Emit new event when a person is added to the specified list. See the documentation
Emits an event each time a new contact is created in Zoho CRM
Popular Planning Center and Zoho CRM Actions#
Converts a Lead into a Contact or an Account. See the documentation
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.
Overview of Planning Center#
The Planning Center API offers a suite of church management features, allowing for the seamless coordination of events, services, and resources. With Pipedream, you can automate tasks, sync data across different platforms, and create dynamic workflows that save time and reduce errors. This can include managing attendees, coordinating service schedules, tracking donations, and more. Pipedream's serverless platform connects with the Planning Center API to create workflows that trigger on new data, process and transform data, and automate communication and organizational tasks.
Connect Planning Center#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
planning_center: {
type: "app",
app: "planning_center",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.planningcenteronline.com/people/v2/me`,
headers: {
Authorization: `Bearer ${this.planning_center.$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}`,
},
})
},
})
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