Integrate the Zoho CRM API with the Aero Workflow API

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

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Popular Ways to Connect Zoho CRM with Aero Workflow#

Convert Lead with Zoho CRM API on New Company Created Event from Aero Workflow API

Aero Workflow + Zoho CRM

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Create Appointment with Aero Workflow API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Aero Workflow

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Create Appointment with Aero Workflow API on New Event (Instant) from Zoho CRM API

Zoho CRM + Aero Workflow

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Create Appointment with Aero Workflow API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Aero Workflow

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Create Appointment with Aero Workflow API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Aero Workflow

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Popular Zoho CRM and Aero Workflow 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 Company Created Event from the Aero Workflow API

Emit new events when a new company is created. See the docs

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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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Popular Zoho CRM and Aero Workflow Actions#

Convert Lead with the Zoho CRM API

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

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Create Appointment with the Aero Workflow API

Creates an appointment See the docs here

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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 Company with the Aero Workflow API

Creates a company See the docs here

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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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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}`,
      },
    })
  },
})

Overview of Aero Workflow#

The Aero Workflow API enables the automation of task management and workflow optimization for professional service firms. Using Pipedream, you can harness this API to create powerful automations that streamline the tasks and procedures within your business. This can significantly reduce manual input, error rates, and increase overall efficiency.

Connect Aero Workflow#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    aero_workflow: {
      type: "app",
      app: "aero_workflow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.aeroworkflow.com/api/${this.aero_workflow.$auth.account_number}/me`,
      headers: {
        "apikey": `${this.aero_workflow.$auth.api_key}`,
      },
    })
  },
})

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