Integrate the Zoho Books API with the Salesforce API

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

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Popular Ways to Connect Zoho Books with Salesforce#

Add Contact to Campaign with Salesforce API on New Customer from Zoho Books API

Zoho Books + Salesforce

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Add Contact to Campaign with Salesforce API on New Expense from Zoho Books API

Zoho Books + Salesforce

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Add Contact to Campaign with Salesforce API on New Sales Order from Zoho Books API

Zoho Books + Salesforce

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Add Lead to Campaign with Salesforce API on New Customer from Zoho Books API

Zoho Books + Salesforce

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Add Lead to Campaign with Salesforce API on New Expense from Zoho Books API

Zoho Books + Salesforce

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Popular Zoho Books and Salesforce Triggers#

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 Sales Order from the Zoho Books API

Emit new event when a new sales order is created.

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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Popular Zoho Books and Salesforce Actions#

Create Customer with the Zoho Books API

Creates a new customer. See the documentation

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. 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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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. 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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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 Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

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