Integrate the Wise API with the Zoho CRM API

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

Popular Ways to Connect Wise with Zoho CRM#

Convert Lead with Zoho CRM API on New Transfer Completed (Instant) from Wise API

Wise + Zoho CRM

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Convert Lead with Zoho CRM API on New Transfer Created (Instant) from Wise API

Wise + Zoho CRM

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Convert Lead with Zoho CRM API on New Transfer State Changed (Instant) from Wise API

Wise + Zoho CRM

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Create Object with Zoho CRM API on New Transfer Completed (Instant) from Wise API

Wise + Zoho CRM

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Create Object with Zoho CRM API on New Transfer Created (Instant) from Wise API

Wise + Zoho CRM

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Popular Wise 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 Transfer Completed (Instant) from the Wise API

Emit new event for a transfer completed.

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Transfer Created (Instant) from the Wise API

Emit new event for a transfer 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 Wise and Zoho CRM Actions#

Create Quote with the Wise API

Creates a quote. See docs here

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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 Recipient Account with the Wise API

Get a specific recipient account. See docs here

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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 Transfer with the Wise API

Creates a transfer. See docs here

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Overview of Wise#

The Wise API enables seamless integration of international bank transfers into applications, offering real-time currency exchange rates, multi-currency account management, and compliance checks. With Pipedream, you can leverage Wise to automate financial workflows, sync transaction data with accounting software, and trigger actions based on payment events, all while maintaining security and reducing the manual overhead often involved in international finances.

Connect Wise#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    wise: {
      type: "app",
      app: "wise",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.transferwise.com/v1/profiles`,
      headers: {
        Authorization: `Bearer ${this.wise.$auth.api_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}`,
      },
    })
  },
})