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 Formstack Documents API
Setup the Zoho CRM API trigger to run a workflow which integrates with the Formstack Documents API. Pipedream's integration platform allows you to integrate Zoho CRM and Formstack Documents remarkably fast. Free for developers.
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Popular Ways to Connect Zoho CRM with Formstack Documents#
Popular Zoho CRM and Formstack Documents Triggers#
Emit new event when a new document is created. See 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
Popular Zoho CRM and Formstack Documents Actions#
Converts a Lead into a Contact or an Account. See the documentation
Get the details of the specified document. See 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 Formstack Documents#
The Formstack Documents API gives you the power to automate document creation and delivery, making it simple to generate custom PDFs, Word documents, PowerPoint presentations, and more, from your data. By leveraging the API within Pipedream, you can integrate dynamic document generation into your workflows. You might merge data from various sources, populate templates with real-time data, and send documents directly to customers or team members.
Connect Formstack Documents#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
formstack_documents: {
type: "app",
app: "formstack_documents",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.webmerge.me/api/documents`,
auth: {
username: `${this.formstack_documents.$auth.api_key}`,
password: `${this.formstack_documents.$auth.api_secret}`,
},
})
},
})
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