Integrate the Shortcut API with the Zoho CRM API

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

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Popular Ways to Connect Shortcut with Zoho CRM#

Create Story with Shortcut API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Shortcut

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Create Story with Shortcut API on New Event (Instant) from Zoho CRM API

Zoho CRM + Shortcut

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Create Story with Shortcut API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Shortcut

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Create Story with Shortcut API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Shortcut

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Create Story with Shortcut API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Shortcut

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Popular Shortcut 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 Shortcut and Zoho CRM Actions#

Create Story with the Shortcut API

Creates a new story in your Shortcut account. See Create Story in Shortcut Rest API, V3 reference for endpoint 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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Search Stories with the Shortcut API

Searches for stories in your Shortcut account.

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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 Shortcut#

The Shortcut (formerly Clubhouse.io) API empowers teams to automate project management tasks, streamline workflows, and integrate with other tools seamlessly. Using the API through Pipedream, you can trigger actions based on project updates, synchronize data across platforms, and manipulate Shortcut resources like stories, epics, and sprints programmatically. This ability to interact with Shortcut entities opens up a plethora of automation possibilities, optimizing the development cycle and communication pathways.

Connect Shortcut#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    shortcut: {
      type: "app",
      app: "shortcut",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.app.shortcut.com/api/v3/member`,
      headers: {
        "Shortcut-Token": `${this.shortcut.$auth.api_key}`,
        "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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