Integrate the Signaturit API with the Zoho CRM API

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

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Popular Ways to Connect Signaturit with Zoho CRM#

Convert Lead with Zoho CRM API on New Signed Document from Signaturit API

Signaturit + Zoho CRM

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Create Certified Email with Signaturit API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Signaturit

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Create Certified Email with Signaturit API on New Event (Instant) from Zoho CRM API

Zoho CRM + Signaturit

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Create Certified Email with Signaturit API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Signaturit

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Create Certified Email with Signaturit API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Signaturit

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Popular Signaturit and Zoho CRM Triggers#

New Signed Document from the Signaturit API

Emit new event when a document has been newly signed.

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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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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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Popular Signaturit and Zoho CRM Actions#

Create Certified Email with the Signaturit API

Initiates the creation of a certified email. 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 Signature Request from Template with the Signaturit API

Creates a signature request using a pre-existing template. 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 Signaturit#

The Signaturit API enables automated document signing, tracking, and management directly within Pipedream. By integrating this API, users can create workflows to send documents for signature, check the status of sent documents, and receive updates when documents are signed or declined, all from a serverless platform. By leveraging Pipedream's capacity for integrating various APIs and services, users can seamlessly include e-signature capabilities into their business processes without manual intervention.

Connect Signaturit#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    signaturit: {
      type: "app",
      app: "signaturit",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.signaturit.$auth.domain}.signaturit.com/v3/team/users.json`,
      headers: {
        Authorization: `Bearer ${this.signaturit.$auth.access_token}`,
      },
    })
  },
})

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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