Integrate the UpKeep API with the Zoho CRM API

UpKeep

The #1 Software for Maintenance and Facility Management Teams. UpKeep is the top-rated software designed to revolutionize maintenance and asset management. We provide mobile-first SaaS solutions, Industrial IoT sensors, powerful data analytics, advanced enterprise integrations, and top-notch professional services.

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

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Popular Ways to Connect UpKeep with Zoho CRM#

Convert Lead with Zoho CRM API on New Custom Event from UpKeep API

UpKeep + Zoho CRM

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Convert Lead with Zoho CRM API on New Purchase Order Event from UpKeep API

UpKeep + Zoho CRM

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Convert Lead with Zoho CRM API on New Purchase Order Status Change Event from UpKeep API

UpKeep + Zoho CRM

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Convert Lead with Zoho CRM API on New Request Approved Event from UpKeep API

UpKeep + Zoho CRM

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Convert Lead with Zoho CRM API on New Request Event from UpKeep API

UpKeep + Zoho CRM

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Popular UpKeep and Zoho CRM Triggers#

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 Custom Event from the UpKeep API

Emit new event when a configured event occurs.

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Purchase Order Event from the UpKeep API

Emit new event when a purchase order is created.

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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 UpKeep and Zoho CRM Actions#

Create Purchase Order with the UpKeep API

Create a Purchase Order, See the docs

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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 Request with the UpKeep API

Create a Request, 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 Work Order with the UpKeep API

Create a Work Order, See the docs

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Overview of UpKeep#

The UpKeep API enables users to seamlessly integrate maintenance management tasks with Pipedream's serverless execution platform. By leveraging UpKeep's endpoints, you can automate workflows related to asset tracking, work order management, and preventive maintenance scheduling. The API's capabilities allow for real-time updates on equipment status, automated notifications for maintenance tasks, and data synchronization across maintenance teams and tools.

Connect UpKeep#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    upkeep: {
      type: "app",
      app: "upkeep",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.onupkeep.com/api/v2/users/`,
      headers: {
        "Session-Token": `${this.upkeep.$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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