Roll

Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.

Integrate the Roll API with the Zoho CRM API

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

Convert Lead with Zoho CRM API on New Created Company from Roll API
Roll + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Created Project from Roll API
Roll + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Created Task from Roll API
Roll + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Created Time from Roll API
Roll + Zoho CRM
 
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Create Company with Roll API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Roll
 
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New Created Company from the Roll API

Emit new event when a company is created.

 
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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 Created Project from the Roll API

Emit new event when a project is created.

 
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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

 
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New Created Task from the Roll API

Emit new event when a task is created.

 
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Create Company with the Roll API

Create a new company See the docs here

 
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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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Create Project with the Roll API

Create a new project 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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Create Time Record with the Roll API

Create a new time See the docs here

 
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Overview of Roll

The Roll API serves as a bridge to Roll's project management software, enabling users to automate tasks, manipulate project data, and integrate with countless other apps within the Pipedream ecosystem. By leveraging this API, you can streamline operations, sync data across various platforms, and create custom notifications that power up your project management workflows.

Connect Roll

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    roll: {
      type: "app",
      app: "roll",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.rollhq.com/graphql`,
      headers: {
        Authorization: `Bearer ${this.roll.$auth.api_access_token}`,
      },
      params: {
        query: `query{
      project {ProjectId ProjectTitle}
    }`,
      },
    })
  },
})

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}`,
      },
    })
  },
})