Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Emit new event when a new document is created in Agiled. See the documentation
Emit new event when a new estimate is created in Agiled. See the documentation
Emit new event when an invoice is created. See the documentation
Emits an event each time a new contact is created in Zoho CRM
Converts a Lead into a Contact or an Account. See the documentation
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.
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.
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}`,
},
})
},
})
Agiled is a business management platform designed to streamline operations like CRM, project management, finances, and more. Through its API, you can automate various aspects of business management by creating, updating, and retrieving data on leads, customers, projects, tasks, invoices, and payments. Leveraging the Agiled API on Pipedream allows you to connect and automate these operations with hundreds of other apps and services to create custom workflows, facilitating data synchronization, event-driven actions, and time-saving automations.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
agiled: {
type: "app",
app: "agiled",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://my.agiled.app/api/v1/users`,
headers: {
"accept": `application/json`,
"Brand": `${this.agiled.$auth.brand}`,
},
params: {
api_token: `${this.agiled.$auth.api_key}`,
},
})
},
})