Integrate the Workamajig API with the Zoho CRM API

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

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Popular Ways to Connect Workamajig with Zoho CRM#

Convert Lead with Zoho CRM API on New Activity from Workamajig API

Workamajig + Zoho CRM

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Convert Lead with Zoho CRM API on New Company from Workamajig API

Workamajig + Zoho CRM

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Convert Lead with Zoho CRM API on Updated Opportunity from Workamajig API

Workamajig + Zoho CRM

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Create a Company with Workamajig API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Workamajig

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Create a Company with Workamajig API on New Event (Instant) from Zoho CRM API

Zoho CRM + Workamajig

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Popular Workamajig and Zoho CRM Triggers#

New Activity from the Workamajig API

Emit new event when a new open activity is created in Workamajig. Note: Completed activities/conversations are not retrieved by the Workamajig API.

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New Company from the Workamajig API

Emit new event when a new company is created in Workamajig

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Updated Opportunity from the Workamajig API

Emit new event when an opportunity is updated.

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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 Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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Popular Workamajig and Zoho CRM Actions#

Create a Company with the Workamajig API

Creates a new company in Workamajig. See the documentation

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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 Activity with the Workamajig API

Initiates the creation of a fresh activity in Workamajig. See the documentation

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Create Object with the Zoho CRM API

Create a new object/module entry. 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 Workamajig#

The Workamajig API allows for automation and integration of project management tasks within the Workamajig platform. Using Pipedream, developers can create workflows to manage projects, resources, and client accounts by triggering events, syncing data, and automating processes. Pipedream's serverless platform enables the execution of these workflows on demand or on a schedule, making it possible to connect Workamajig with other apps and services to streamline operations.

Connect Workamajig#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    workamajig: {
      type: "app",
      app: "workamajig",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app6.workamajig.com/api/beta1/contacts/search`,
      headers: {
        "APIAccessToken": `${this.workamajig.$auth.api_access_token}`,
        "UserToken": `${this.workamajig.$auth.user_token}`,
      },
      params: {
        name: `John`, //E.g. John
      },
    })
  },
})

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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