Save time and win more work with smart sales documents. Great for proposals, quotes and more!
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Emits an event each time a new contact is created or updated in Zoho CRM
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.
The Qwilr API offers a programmable way to generate and manage proposals, quotes, and web-based documents. Using Pipedream, you can automate document lifecycle events, streamline proposal approvals, and synchronize Qwilr data with CRM platforms or other databases. Leverage the power of serverless workflows to react to new document events, update records in real-time, and create notifications or follow-ups that enhance collaboration and efficiency.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
qwilr: {
type: "app",
app: "qwilr",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.qwilr.com/v1/blocks/saved`,
headers: {
Authorization: `Bearer ${this.qwilr.$auth.access_token}`,
},
})
},
})
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.
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}`,
},
})
},
})