Integrate the Zoho CRM API with the PandaDoc API

Setup the Zoho CRM API trigger to run a workflow which integrates with the PandaDoc API. Pipedream's integration platform allows you to integrate Zoho CRM and PandaDoc remarkably fast. Free for developers.

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Popular Ways to Connect Zoho CRM with PandaDoc#

Convert Lead with Zoho CRM API on Document Creation Failed (Instant) from PandaDoc API

PandaDoc + Zoho CRM

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Convert Lead with Zoho CRM API on Document Deleted (Instant) from PandaDoc API

PandaDoc + Zoho CRM

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Convert Lead with Zoho CRM API on Document State Changed (Instant) from PandaDoc API

PandaDoc + Zoho CRM

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Convert Lead with Zoho CRM API on Document Updated (Instant) from PandaDoc API

PandaDoc + Zoho CRM

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Convert Lead with Zoho CRM API on Recipient Completed (Instant) from PandaDoc API

PandaDoc + Zoho CRM

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Popular Zoho CRM and PandaDoc Triggers#

Document Creation Failed (Instant) from the PandaDoc API

Emit new event when a document failed to be created. See the documentation here

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Document Deleted (Instant) from the PandaDoc API

Emit new event when a document is deleted. See the documentation here

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New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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Document State Changed (Instant) from the PandaDoc API

Emit new event when a document's state is changed. See the documentation here

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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Popular Zoho CRM and PandaDoc Actions#

Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Create Document Attachment with the PandaDoc API

Adds an attachment to a document. See the documentation here

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Create Document From File with the PandaDoc API

Create a document from a file or public file URL. See the documentation here

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Download Attachment with the Zoho CRM API

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.

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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 PandaDoc#

The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.

Connect PandaDoc#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pandadoc: {
      type: "app",
      app: "pandadoc",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.pandadoc.com/public/v1/members/current/`,
      headers: {
        Authorization: `Bearer ${this.pandadoc.$auth.oauth_access_token}`,
      },
    })
  },
})

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