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 monday.com (OAuth) API
Setup the Zoho CRM API trigger to run a workflow which integrates with the monday.com (OAuth) API. Pipedream's integration platform allows you to integrate Zoho CRM and monday.com (OAuth) remarkably fast. Free for developers.
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Popular Ways to Connect Zoho CRM with monday.com (OAuth)#
Popular Zoho CRM and monday.com (OAuth) Triggers#
Emits an event each time a new contact is created in Zoho CRM
Emit new event when a column value is updated on a board in Monday. For changes to Name, use the Name Updated Trigger.
Popular Zoho CRM and monday.com (OAuth) Actions#
Converts a Lead into a Contact or an Account. 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}`,
},
})
},
})
Overview of monday.com (OAuth)#
The monday.com API enables developers to programmatically interact with their monday.com workspace, allowing for automated workflows, data management, and integrations with other applications. Using Pipedream's serverless platform, you can leverage this API to create custom workflows that respond to board updates, manage items automatically, and connect monday.com with hundreds of other apps.
You can connect your monday.com account in a few different ways:
- Within the workflow builder, from a trigger or action step. Search for the monday.com app, and connect your account.
- From the Pipedream Accounts page: Go to Accounts > Connect an app > Search for "monday.com".
- Run the example Node JS code below by clicking "Connect monday.com and run", and choose a project and create an example workflow to interact with the monday.com API.
Connect monday.com (OAuth)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
monday_oauth: {
type: "app",
app: "monday_oauth",
}
},
async run({steps, $}) {
const data = {
"query": "query { me { is_guest join_date email } }"
}
return await axios($, {
method: "post",
url: `https://api.monday.com/v2`,
headers: {
Authorization: `Bearer ${this.monday_oauth.$auth.oauth_access_token}`,
},
data,
})
},
})
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