Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Emit new event every time a document is processed and parsed data is available. See the documentation
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Converts a Lead into a Contact or an Account. See the documentation
Fetches a document from a provided URL and imports it to Docparser for parsing. 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.
Uploads a document to docparser that initiates parsing immediately after reception. See the documentation
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}`,
},
})
},
})
Docparser is a tool for extracting data from documents, such as PDFs, Word, and images. With the Docparser API, you can automate the process of capturing data without manual entry, transforming documents into actionable information. It shines in scenarios where structured information needs to be pulled from files that typically require manual data entry, such as invoices, forms, and reports.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docparser: {
type: "app",
app: "docparser",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.docparser.com/v1/ping`,
auth: {
username: `${this.docparser.$auth.api_key}`,
password: ``,
},
})
},
})