Integrate the Square API with the Zoho CRM API

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

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Popular Ways to Connect Square with Zoho CRM#

Convert Lead with Zoho CRM API on Catalog Item Updated from Square API

Square + Zoho CRM

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Convert Lead with Zoho CRM API on New Booking Created from Square API

Square + Zoho CRM

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Convert Lead with Zoho CRM API on New Customer Created from Square API

Square + Zoho CRM

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Convert Lead with Zoho CRM API on New Invoice Created from Square API

Square + Zoho CRM

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Convert Lead with Zoho CRM API on New Order Created from Square API

Square + Zoho CRM

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Popular Square and Zoho CRM Triggers#

Catalog Item Updated from the Square API

Emit new event every time a catalog item is updated. See the docs

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New Booking Created from the Square API

Emit new event for every new booking created. See the docs

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New Customer Created from the Square API

Emit new event for every new customer created. See the docs

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New Invoice Created from the Square API

Emit new event for every new invoice created. See the docs

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New Order Created from the Square API

Emit new event for every new order created. See the docs

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Popular Square 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 Customer with the Square API

Creates a new customer for a business. Must provide at least one of the following: Given Name, Family Name, Company Name, Email Address, or Phone Number. See the docs.

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Create Invoice with the Square API

Creates a draft invoice for an order. You must send (publish) the invoice before Square can process it. 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 Square#

The Square API opens up a realm of possibilities for merchants to effortlessly manage their sales, inventory, customers, and payments. With Pipedream, you can automate actions based on events in Square, such as new transactions, updated orders, or customer profile changes. Craft custom workflows that react in real-time, sync data across platforms, or streamline reporting. Through Pipedream's serverless platform, you can connect Square with countless other apps without writing extensive code, turning manual tasks into automated, efficient processes.

Connect Square#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    square: {
      type: "app",
      app: "square",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "post",
      url: `https://connect.squareup.com/oauth2/token/status`,
      headers: {
        Authorization: `Bearer ${this.square.$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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