Zoho Books
Online accounting software
Integrate the Zoho Books API with the Salesforce (REST API) API
Setup the Zoho Books API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Zoho Books and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Zoho Books with Salesforce (REST API)#
Popular Zoho Books and Salesforce (REST API) Triggers#
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
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.
Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created
Popular Zoho Books and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
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 (REST API)#
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 (REST API)#
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}`,
},
})
},
})