Integrate the Zoho CRM API with the Clientary API

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

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Popular Ways to Connect Zoho CRM with Clientary#

Convert Lead with Zoho CRM API on New Client Created from Clientary API

Clientary + Zoho CRM

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Convert Lead with Zoho CRM API on New Contact Created from Clientary API

Clientary + Zoho CRM

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Convert Lead with Zoho CRM API on New Estimate Created from Clientary API

Clientary + Zoho CRM

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Convert Lead with Zoho CRM API on New Expense Created from Clientary API

Clientary + Zoho CRM

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Convert Lead with Zoho CRM API on New Invoice Created from Clientary API

Clientary + Zoho CRM

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Popular Zoho CRM and Clientary Triggers#

New Client Created from the Clientary API

Emit new events when a new client was created. See the docs

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New Contact Created from the Clientary API

Emit new events when a new contact was created. See the docs

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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 Estimate Created from the Clientary API

Emit new events when a new estimate was 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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Popular Zoho CRM and Clientary 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 Client with the Clientary API

Creates a new client. See 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 Estimate with the Clientary API

Creates a new estimate. See 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 Clientary#

The Clientary API allows you to automate and integrate Clientary's project management, time tracking, and invoicing functionalities within Pipedream. By leveraging this API, you can create custom workflows to streamline operations, such as syncing new invoices with accounting software, triggering notifications based on project updates, or automating time tracking entries. Pipedream acts as the glue, enabling you to connect Clientary with hundreds of other apps to create sophisticated, serverless workflows tailored to your business needs.

Connect Clientary#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clientary: {
      type: "app",
      app: "clientary",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.clientary.$auth.domain}.clientary.com/api/v2/staff`,
      headers: {
        "accept": `application/json`,
      },
      auth: {
        username: `${this.clientary.$auth.api_token}`,
        password: `${this.clientary.$auth.api_token}`,
      },
    })
  },
})

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