Integrate the SignerX API with the Zoho CRM API

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

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Popular Ways to Connect SignerX with Zoho CRM#

Convert Lead with Zoho CRM API on New Package Created from SignerX API

SignerX + Zoho CRM

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Convert Lead with Zoho CRM API on New Package Published from SignerX API

SignerX + Zoho CRM

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Convert Lead with Zoho CRM API on New Package Signed from SignerX API

SignerX + Zoho CRM

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Create Object with Zoho CRM API on New Package Created from SignerX API

SignerX + Zoho CRM

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Create Object with Zoho CRM API on New Package Published from SignerX API

SignerX + Zoho CRM

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Popular SignerX and Zoho CRM Triggers#

New Package Created from the SignerX API

Emit new event when a package is newly created.

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New Package Published from the SignerX API

Emit new event when a package is published.

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New Package Signed from the SignerX API

Emit new event when a package has been 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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Popular SignerX and Zoho CRM Actions#

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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Send Template Signatures with the SignerX API

Add a recipient to a template and invite to sign. See the documentation

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Get Object with the Zoho CRM API

Gets record data given its id.

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Overview of SignerX#

The SignerX API enables automation of digital signing processes, offering a robust solution for managing document signatures electronically. Through Pipedream's integration capabilities, users can craft custom workflows that link SignerX with various other apps and services, enhancing efficiency and streamlining operations where signature collection and management are critical. This can include automated reminders for pending signatures, syncing signed documents to cloud storage, or updating records in CRM systems upon completion of signing.

Connect SignerX#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    signerx: {
      type: "app",
      app: "signerx",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.signerx.com/oauth/check`,
      headers: {
        Authorization: `Bearer ${this.signerx.$auth.oauth_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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