Integrate the Signaturely API with the Zoho CRM API

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

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Popular Ways to Connect Signaturely with Zoho CRM#

Convert Lead with Zoho CRM API on Document Sent (Instant) from Signaturely API

Signaturely + Zoho CRM

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Convert Lead with Zoho CRM API on Signature Request Sent (Instant) from Signaturely API

Signaturely + Zoho CRM

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Create Object with Zoho CRM API on Document Sent (Instant) from Signaturely API

Signaturely + Zoho CRM

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Create Object with Zoho CRM API on Signature Request Sent (Instant) from Signaturely API

Signaturely + Zoho CRM

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Create Signature Request with Signaturely API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Signaturely

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Popular Signaturely and Zoho CRM Triggers#

Document Sent (Instant) from the Signaturely API

Triggers when a document is sent. See the documentation

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Signature Request Sent (Instant) from the Signaturely API

Triggers when a new signature request has been sent. See the documentation

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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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Popular Signaturely and Zoho CRM Actions#

Create Signature Request with the Signaturely API

Creates a new signature request. 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 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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Get Object with the Zoho CRM API

Gets record data given its id.

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Overview of Signaturely#

Signaturely API lets you automate document signing processes within your apps. You can harness this functionality on Pipedream to create, send, and manage legally-binding signatures on documents without manual intervention. Whether you're sending contracts, onboarding new employees, or needing signatures from clients, integrating Signaturely with Pipedream can streamline your workflow, save time, and reduce errors.

Connect Signaturely#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    signaturely: {
      type: "app",
      app: "signaturely",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.signaturely.com/api/v1/user/by-api`,
      headers: {
        "Authorization": `Api-Key ${this.signaturely.$auth.api_key}`,
      },
    })
  },
})

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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