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 DocumentPro API
Setup the Zoho CRM API trigger to run a workflow which integrates with the DocumentPro API. Pipedream's integration platform allows you to integrate Zoho CRM and DocumentPro remarkably fast. Free for developers.
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Popular Ways to Connect Zoho CRM with DocumentPro#
Popular Zoho CRM and DocumentPro Triggers#
Emit new event when a file request status changes. You can only create one webhook in a parser at a time.
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
Popular Zoho CRM and DocumentPro Actions#
Converts a Lead into a Contact or an Account. See the documentation
Uploads a document to DocumentPro's parser. 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}`,
},
})
},
})
Connect DocumentPro#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
documentpro: {
type: "app",
app: "documentpro",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.documentpro.ai/v1/templates`,
headers: {
"x-api-key": `${this.documentpro.$auth.api_key}`,
},
})
},
})
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