Integrate the Setmore API with the Zoho CRM API

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

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Popular Ways to Connect Setmore with Zoho CRM#

Create Appointment with Setmore API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Setmore

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Create Appointment with Setmore API on New Event (Instant) from Zoho CRM API

Zoho CRM + Setmore

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Create Appointment with Setmore API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Setmore

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Create Appointment with Setmore API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Setmore

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Create Appointment with Setmore API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Setmore

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Popular Setmore and Zoho CRM Triggers#

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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Popular Setmore and Zoho CRM Actions#

Create Appointment with the Setmore API

Create a new appointment in Setmore Appointments. 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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Create Customer with the Setmore API

Create a new customer in Setmore Appointments. 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 Setmore#

The Setmore API opens doors to automating appointment scheduling and calendar management, allowing you to sync appointments, customer information, and services across different platforms. This seamless integration through Pipedream can trigger workflows from new appointments, update external CRMs with customer data, or prep team communication channels with upcoming schedule details. By harnessing the Setmore API on Pipedream, you're equipping yourself to orchestrate complex operations with simplicity and precision.

Connect Setmore#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    setmoreappointments: {
      type: "app",
      app: "setmoreappointments",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://developer.setmore.com/api/v1/bookingapi/staffs`,
      headers: {
        Authorization: `Bearer ${this.setmoreappointments.$auth.oauth_access_token}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

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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