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with Zoho CRM and Offorte?
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Popular Ways to Connect Zoho CRM with Offorte#
Popular Zoho CRM and Offorte Triggers#
Emits an event each time a new contact is created in Zoho CRM
Emit new event when an event is created. See the documentation
Emit new events each time a new module/record is created in Zoho CRM
Popular Zoho CRM and Offorte Actions#
Converts a Lead into a Contact or an Account. See the documentation
Create a new contact organisation in Offorte. See the documentation
Create a new contact person in Offorte. 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 Offorte#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
offorte: {
type: "app",
app: "offorte",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://connect.offorte.com/api/v2/${this.offorte.$auth.account_name}/hello`,
headers: {
"authorization": `${this.offorte.$auth.api_key}`,
},
})
},
})
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