Integrate the Workiz API with the Zoho CRM API

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

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Popular Ways to Connect Workiz with Zoho CRM#

Convert Lead with Zoho CRM API on New Job Created from Workiz API

Workiz + Zoho CRM

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Convert Lead with Zoho CRM API on New Lead Created from Workiz API

Workiz + Zoho CRM

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Create Job with Workiz API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Workiz

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Create Job with Workiz API on New Event (Instant) from Zoho CRM API

Zoho CRM + Workiz

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Create Job with Workiz API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Workiz

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Popular Workiz and Zoho CRM Triggers#

New Job Created from the Workiz API

Emit new event when a new job is created in Workiz. See the documentation

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New Lead Created from the Workiz API

Emit new event when a new lead is created in Workiz. See the documentation

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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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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 Workiz and Zoho CRM Actions#

Create Job with the Workiz API

Creates a new job in Workiz. 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 Lead with the Workiz API

Create a new lead in Workiz. 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 Workiz#

The Workiz API opens up a world of possibilities for managing field service operations. By tapping into Workiz with Pipedream, you can automate workflows, sync data across apps, and react to events in real-time. Whether you're automating job scheduling, dispatch notifications, or customer follow-ups, integrating Workiz with Pipedream allows you to streamline operations, reduce manual entry, and keep your team in sync.

Connect Workiz#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    workiz: {
      type: "app",
      app: "workiz",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.workiz.com/api/v1/${this.workiz.$auth.api_token}/team/all/`,
      headers: {
        "accept": `application/json`,
      },
    })
  },
})

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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