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with Zoho Books and Docmosis?

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Generate Document with Docmosis API on New Customer from Zoho Books API
Zoho Books + Docmosis
 
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Generate Document with Docmosis API on New Expense from Zoho Books API
Zoho Books + Docmosis
 
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Generate Document with Docmosis API on New or Updated Invoice from Zoho Books API
Zoho Books + Docmosis
 
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Generate Document with Docmosis API on New Sales Order from Zoho Books API
Zoho Books + Docmosis
 
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New Customer from the Zoho Books API

Emit new event when a new customer is created.

 
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New Expense from the Zoho Books API

Emit new event when a new expense is created.

 
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New or Updated Invoice from the Zoho Books API

Emit new event when a new invoice is created or an existing invoice is updated.

 
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New Sales Order from the Zoho Books API

Emit new event when a new sales order is created.

 
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Create Customer with the Zoho Books API

Creates a new customer. See the documentation

 
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Generate Document with the Docmosis API

Generates a document by merging data with a Docmosis template. See the documentation

 
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Create Customer Payment with the Zoho Books API

Creates a new payment. See the documentation

 
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Create Employee with the Zoho Books API

Creates an employee for an expense. See the documentation

 
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Create Estimate with the Zoho Books API

Creates a new estimate. See the documentation

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

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

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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 Docmosis

The Docmosis API lets you generate custom documents based on templates. You can populate these templates with dynamic content and convert them into various formats such as PDF, Word, and HTML. On Pipedream, leveraging the Docmosis API in your workflows allows automated document generation, making it ideal for reports, contracts, invoices, and more. You can trigger workflows with various events and use data from other apps to fill templates.

Connect Docmosis

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docmosis: {
      type: "app",
      app: "docmosis",
    }
  },
  async run({steps, $}) {
    const data = {
      "accessKey": `${this.docmosis.$auth.access_key}`,
    }
    return await axios($, {
      method: "post",
      url: `${this.docmosis.$auth.location_base_url}/environment/ready`,
      data,
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
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Warner Bros. logo