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 Documenso API

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

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Add Recipient To Document with Documenso API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Documenso
 
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Add Recipient To Document with Documenso API on New Event (Instant) from Zoho CRM API
Zoho CRM + Documenso
 
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Add Recipient To Document with Documenso API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Documenso
 
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Add Recipient To Document with Documenso API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + Documenso
 
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Add Recipient To Document with Documenso API on New or Updated Contact (Instant) from Zoho CRM API
Zoho CRM + Documenso
 
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New Document Completed from the Documenso API

Emit new event when a document is signed by all recipients.

 
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New Document Created from the Documenso API

Emit new event when a new document is created.

 
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New Document Signed from the Documenso API

Emit new event when a document is signed by a recipient

 
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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 Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

 
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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

 
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Add Recipient To Document with the Documenso API

Add a recipient to an existing Documenso document. [See the documentation](See the documentation)

 
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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 Document From Template with the Documenso API

Create a new document in Documenso from a pre-existing template. See the documentation

 
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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

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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}`,
      },
    })
  },
})

Connect Documenso

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    documenso: {
      type: "app",
      app: "documenso",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.documenso.$auth.url}/api/v1/documents`,
      headers: {
        "Authorization": `${this.documenso.$auth.api_token}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
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Bandwidth logo
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Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
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Scale AI logo
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Warner Bros. logo