Practice management software for accountants and bookkeepers from £29 per user, per month. Officially the friendliest software of the year.
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 Senta API allows you to automate and integrate practice management tasks within the Senta platform. Leveraging Pipedream's capabilities, you can create workflows that streamline client onboarding, automate communication, task management, and synchronize data with other services. With Pipedream's serverless platform, these workflows can be triggered by various events, such as incoming emails, schedule timings, or actions from other apps, offering a seamless way to enhance your practice management operations.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
senta: {
type: "app",
app: "senta",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.senta.$auth.subdomain}.senta.co/api/jobs`,
headers: {
"x-auth": `${this.senta.$auth.api_key}`,
"accept": `application/json`,
},
params: {
cid: `{{your_client_id}}`,
},
})
},
})
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}`,
},
})
},
})