Integrate the Zoho Books API with the Zoho CRM API

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

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Popular Ways to Connect Zoho Books with Zoho CRM#

Create Sales Order with Zoho Books API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Zoho Books

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List Expenses with Zoho Books API on New User from Zoho CRM API

Zoho CRM + Zoho Books

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Create Customer Payment with Zoho Books API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Zoho Books

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Create Customer Payment with Zoho Books API on New Event (Instant) from Zoho CRM API

Zoho CRM + Zoho Books

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Create Customer Payment with Zoho Books API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Zoho Books

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Popular Zoho Books and Zoho CRM Triggers#

New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

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Popular Zoho Books and Zoho CRM Actions#

Create Customer Payment with the Zoho Books API

Creates a new payment.

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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Create Employee with the Zoho Books API

Creates an employee for an expense.

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Create Invoice with the Zoho Books API

Creates an invoice for your customer.

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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 Zoho CRM#

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})

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