What do you want to automate

with Vtiger CRM and Zoho Books?

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Create Customer Payment with Zoho Books API on New Lead Created from Vtiger CRM API
Vtiger CRM + Zoho Books
 
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Create Customer with Zoho Books API on New Lead Created from Vtiger CRM API
Vtiger CRM + Zoho Books
 
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Create Employee with Zoho Books API on New Lead Created from Vtiger CRM API
Vtiger CRM + Zoho Books
 
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Create Estimate with Zoho Books API on New Lead Created from Vtiger CRM API
Vtiger CRM + Zoho Books
 
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Create Invoice with Zoho Books API on New Lead Created from Vtiger CRM API
Vtiger CRM + Zoho Books
 
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New Lead Created from the Vtiger CRM API

Emit new event when a new lead is created in VTiger CRM.

 
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New Customer from the Zoho Books API

Emit new event when a new customer is created.

 
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New Expense from the Zoho Books API

Emit new event when a new expense is created.

 
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New or Updated Invoice from the Zoho Books API

Emit new event when a new invoice is created or an existing invoice is updated.

 
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New Sales Order from the Zoho Books API

Emit new event when a new sales order is created.

 
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Create Customer with the Zoho Books API

Creates a new customer. See the documentation

 
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Create Customer Payment with the Zoho Books API

Creates a new payment. See the documentation

 
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Create Employee with the Zoho Books API

Creates an employee for an expense. See the documentation

 
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Create Estimate with the Zoho Books API

Creates a new estimate. See the documentation

 
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Create Invoice with the Zoho Books API

Creates an invoice for your customer. See the documentation

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

Overview of Vtiger CRM

The Vtiger CRM API lets you tap into your customer relationship data to create, read, update, and delete records across various entities such as contacts, leads, and opportunities. In Pipedream, you can leverage this API to automate workflows, sync data across platforms, and react to events in real-time, all without the need for dedicated backend code. You can create dynamic workflows that respond to webhooks, schedule tasks, and integrate with 1000+ apps readily available on Pipedream.

Connect Vtiger CRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    vtiger_crm: {
      type: "app",
      app: "vtiger_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.vtiger_crm.$auth.instance}.vtiger.com/restapi/v1/vtiger/default/me`,
      auth: {
        username: `${this.vtiger_crm.$auth.username}`,
        password: `${this.vtiger_crm.$auth.access_key}`,
      },
    })
  },
})

Overview of Zoho Books

Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.

Connect Zoho Books

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_books: {
      type: "app",
      app: "zoho_books",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_books.$auth.api_domain}/books/v3/users/me`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_books.$auth.oauth_access_token}`,
      },
      params: {
        organization_id: `${this.zoho_books.$auth.organization_id}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
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Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
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SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
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Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo