Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Converts a Lead into a Contact or an Account. See the documentation
Create a new contact in the database for the current entity See the documentation
Create a document to be able to send it to a recipient. 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.
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}`,
},
})
},
})
The GetAccept API offers a suite of capabilities for automating and enhancing document workflow and e-signature processes. Within Pipedream's serverless environment, you can leverage the GetAccept API to create documents, send them for e-signature, track their status, and manage recipients. By integrating GetAccept with other apps on Pipedream, you can build powerful workflows to streamline how your business handles agreements, sales proposals, and contracts.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
getaccept: {
type: "app",
app: "getaccept",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.getaccept.com/v1/users/me`,
headers: {
Authorization: `Bearer ${this.getaccept.$auth.oauth_access_token}`,
"Content-Type": `application/json`,
},
})
},
})