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with Zoho Books and Agile CRM?
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Popular Ways to Connect Zoho Books with Agile CRM#
Popular Zoho Books and Agile CRM Actions#
Used to change the score of a contact. See the documentation
Adds a tag or tags to an existing contact. See the documentation
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#
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}`,
},
})
},
})
Overview of Agile CRM#
The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.
Connect Agile CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
agile_crm: {
type: "app",
app: "agile_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.agile_crm.$auth.domain}.agilecrm.com/dev/api/contacts`,
auth: {
username: `${this.agile_crm.$auth.username}`,
password: `${this.agile_crm.$auth.api_key}`,
},
})
},
})
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