Reform

Paperwork automation for the logistics industry.

Integrate the Reform API with the Zoho CRM API

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

Extract Data From Document with Reform API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Reform
 
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Extract Data From Document with Reform API on New Event (Instant) from Zoho CRM API
Zoho CRM + Reform
 
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Extract Data From Document with Reform API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Reform
 
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Extract Data From Document with Reform API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + Reform
 
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Extract Data From Document with Reform API on New or Updated Contact (Instant) from Zoho CRM API
Zoho CRM + Reform
 
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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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New Lead (Instant) from the Zoho CRM API

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

 
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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

 
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New or Updated Contact (Instant) from the Zoho CRM API

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

 
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Extract Data From Document with the Reform API

Extract structured data from a document. See the documentation

 
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Convert Lead with the Zoho CRM API

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

 
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Extract Data From Text with the Reform API

Extract structured data from unstructured text. See the documentation

 
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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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Overview of Reform

The Reform API allows you to automate the management and analysis of forms and surveys. By connecting Reform to Pipedream, you can create, update, and retrieve form submissions, and set up workflows that trigger on new responses. This opens up possibilities for integrating form data with other tools, managing event-driven notifications, or feeding customer insights into your CRM systems—all in a serverless environment that scales with your needs.

Connect Reform

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    reform: {
      type: "app",
      app: "reform",
    }
  },
  async run({steps, $}) {
    const fields_to_extract = [
      {
        "name": "Nouns",
        "description": "Please extract all nouns.",
        "type": "String"
      },
      {
        "name": "Verbs",
        "description": "Please extract all verbs.",
        "type": "String"
      }
    ]
    const data = {
      text_content: "There are usually about 200 words in a paragraph, but this can vary widely. Most paragraphs focus on a single idea that's expressed with an introductory sentence, then followed by two or more supporting sentences about the idea. A short paragraph may not reach even 50 words while long paragraphs can be over 400 words long, but generally speaking they tend to be approximately 200 words in length.",
      fields_to_extract: fields_to_extract
    }
    return await axios($, {
      method: "post",
      url: `https://api.reformhq.com/v1/api/extract-text `,
      headers: {
        Authorization: `Bearer ${this.reform.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
      data,
    })
  },
})

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

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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}`,
      },
    })
  },
})