Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Integrate the Zoho CRM API with the Checkvist API
Setup the Zoho CRM API trigger to run a workflow which integrates with the Checkvist API. Pipedream's integration platform allows you to integrate Zoho CRM and Checkvist remarkably fast. Free for developers.
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Popular Zoho CRM and Checkvist Triggers#
Emit new event when a new list is created in your Checkvist account.
Emit new event when a new list item is added in a selected list.
Emits an event each time a new contact is created in Zoho CRM
Popular Zoho CRM and Checkvist Actions#
Converts a Lead into a Contact or an Account. See the documentation
Creates a new list item within a specified list. See the documentation
Enables creation of several list items at once from a block of text. Indentations in the text indicate nested list items. 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.
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 Checkvist#
The Checkvist API allows for the creation and management of tasks and lists in a way that streamlines productivity and enhances organizational workflows. With the API, you can automate task updates, synchronize lists with other platforms, and trigger actions based on task completion. Utilizing Pipedream, these capabilities can be expanded by orchestrating complex workflows that connect Checkvist with a multitude of other apps and services, enabling seamless data flow and event-driven automation.
Connect Checkvist#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
checkvist: {
type: "app",
app: "checkvist",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://checkvist.com/auth/curr_user.json`,
auth: {
username: `${this.checkvist.$auth.username}`,
password: `${this.checkvist.$auth.api_key}`,
},
})
},
})
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