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.

Start for free — no credit card required

Watch a demo

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

Popular Ways to Connect Zoho Books with Salesforce#

Create Customer Payment with Zoho Books API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Zoho Books

Try it

Create Customer Payment with Zoho Books API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Zoho Books

Try it

Create Customer Payment with Zoho Books API on New Outbound Message (Instant) from Salesforce API

Salesforce + Zoho Books

Try it

Create Customer Payment with Zoho Books API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Zoho Books

Try it

Create Customer Payment with Zoho Books API on New Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Zoho Books

Try it

Popular Zoho Books and Salesforce Triggers#

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

Try it

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

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.

Try it

New Outbound Message (Instant) from the Salesforce API

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

Try it

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

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

Try it

New Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

Try it

Popular Zoho Books and Salesforce Actions#

Create Customer Payment with the Zoho Books API

Creates a new payment.

Try it

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

Try it

Create Employee with the Zoho Books API

Creates an employee for an expense.

Try it

Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

Try it

Create Invoice with the Zoho Books API

Creates an invoice for your customer.

Try it

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}`,
      },
    })
  },
})

Start for free — no credit card required

Watch a demo