Superdocu
Superdocu helps companies collect documents from their contacts: clients, employees or partners.
Integrate the Superdocu API with the Zoho CRM API
Setup the Superdocu API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Superdocu and Zoho CRM remarkably fast. Free for developers.
Popular Superdocu and Zoho CRM Triggers#
Popular Superdocu and Zoho CRM Actions#
Converts a Lead into a Contact or an Account. See the documentation
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.
Overview of Superdocu#
The Superdocu API empowers users to automate document collection and management processes, streamlining the way businesses handle paperwork for clients and employees. It facilitates the creation of document requests, tracking of submissions, and management of user data, all programmatically. Leveraging the Superdocu API on Pipedream allows users to build powerful, serverless workflows that can interact with a broad array of other applications, improving efficiency, reducing manual labor, and ensuring critical documents are collected and processed on time.
Connect Superdocu#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
superdocu: {
type: "app",
app: "superdocu",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.superdocu.com/api/v1/contacts`,
headers: {
Authorization: `Bearer ${this.superdocu.$auth.api_key}`,
"Accept": `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}`,
},
})
},
})