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 Cliniko API
Setup the Zoho CRM API trigger to run a workflow which integrates with the Cliniko API. Pipedream's integration platform allows you to integrate Zoho CRM and Cliniko remarkably fast. Free for developers.
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Popular Zoho CRM and Cliniko Triggers#
Emit new event when a booking is created in Cliniko. See the documentation
Emit new event when a contact is created in Cliniko. See the documentation
Emits an event each time a new contact is created in Zoho CRM
Popular Zoho CRM and Cliniko Actions#
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.
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 Cliniko#
The Cliniko API opens a gateway to healthcare practice management by allowing you to interact with patient data, appointments, treatments, and more. With Pipedream, you can automate mundane tasks, ensuring that patient care remains front and center. Think of syncing appointment data with other calendars, sending personalized follow-up emails, or even managing inventory based on treatment records, all streamlined on a serverless platform.
Connect Cliniko#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
cliniko: {
type: "app",
app: "cliniko",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.${this.cliniko.$auth.shard}.cliniko.com/v1/users`,
headers: {
"User-Agent": `Pipedream (support@pipedream.com)`,
"Accept": `application/json`,
},
auth: {
username: `${this.cliniko.$auth.api_key}`,
password: ``,
},
})
},
})
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