Integrate the Workboard API with the Zoho CRM API

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

Popular Workboard 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

Try it

New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

Try it

New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

Try it

New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

Try it

New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

Try it

Popular Workboard and Zoho CRM Actions#

Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

Try it

Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

Try it

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.

Try it

Get Object with the Zoho CRM API

Gets record data given its id.

Try it

List Fields with the Zoho CRM API

Gets the field metadata for the specified module

Try it

Overview of Workboard#

The Workboard API enables you to interact with Workboard's platform programmatically, allowing for the automation of tasks related to goal setting, action item tracking, and performance metrics. By deploying workflows on Pipedream, you can connect Workboard to a multitude of other apps, triggering actions and exchanging data to streamline your organization's operations and decision-making processes. A well-integrated system can save time, reduce errors, and provide real-time insights into team performance and project progress.

Connect Workboard#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    workboard: {
      type: "app",
      app: "workboard",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.myworkboard.com/wb/apis/user/`,
      headers: {
        Authorization: `Bearer ${this.workboard.$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}`,
      },
    })
  },
})