Integrate the Process Street API with the Zoho CRM API

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

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Popular Ways to Connect Process Street with Zoho CRM#

Convert Lead with Zoho CRM API on New Workflow Run Created from Process Street API

Process Street + Zoho CRM

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Convert Lead with Zoho CRM API on Task Checked from Process Street API

Process Street + Zoho CRM

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Convert Lead with Zoho CRM API on Workflow Run Completed from Process Street API

Process Street + Zoho CRM

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Create Object with Zoho CRM API on New Workflow Run Created from Process Street API

Process Street + Zoho CRM

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Create Object with Zoho CRM API on Task Checked from Process Street API

Process Street + Zoho CRM

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Popular Process Street and Zoho CRM Triggers#

New Workflow Run Created from the Process Street API

Emit new event for every created workflow run

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Task Checked from the Process Street API

Emit new event when a task is checked

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Workflow Run Completed from the Process Street API

Emit new event for every completed workflow

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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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Popular Process Street and Zoho CRM Actions#

Convert Lead with the Zoho CRM API

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

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Start Workflow Run with the Process Street API

Starts a workflow run. See the docs here

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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 Process Street#

The Process Street API empowers you to automate and integrate your checklists and workflows with other apps to streamline business operations. With the API, you can create workflows, manage tasks, trigger actions based on checklist completion, and synchronize data across tools. This paves the way for endless possibilities in terms of project management, compliance tracking, onboarding processes, and routine audits, all managed within the familiar interface of Process Street but supercharged with Pipedream's connectivity.

Connect Process Street#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    process_street: {
      type: "app",
      app: "process_street",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://public-api.process.st/checklists`,
      headers: {
        "X-API-KEY": `${this.process_street.$auth.api_key}`,
      },
    })
  },
})

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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