Integrate the Zoho CRM API with the pdfFiller API

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

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Popular Ways to Connect Zoho CRM with pdfFiller#

Convert Lead with Zoho CRM API on New Document Created from pdfFiller API

pdfFiller + Zoho CRM

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Convert Lead with Zoho CRM API on New Filled Form (Instant) from pdfFiller API

pdfFiller + Zoho CRM

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Create Distributable Form and Generate Link with pdfFiller API on New Contact (Instant) from Zoho CRM API

Zoho CRM + pdfFiller

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Create Distributable Form and Generate Link with pdfFiller API on New Event (Instant) from Zoho CRM API

Zoho CRM + pdfFiller

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Create Distributable Form and Generate Link with pdfFiller API on New Lead (Instant) from Zoho CRM API

Zoho CRM + pdfFiller

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Popular Zoho CRM and pdfFiller Triggers#

New Document Created from the pdfFiller API

Emit new event when a new document is uploaded or created.

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New Filled Form (Instant) from the pdfFiller API

Emit new event when a form is filled out.

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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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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Lead (Instant) from the Zoho CRM API

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

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Popular Zoho CRM and pdfFiller 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 Distributable Form and Generate Link with the pdfFiller API

Transforms a document into a fillable form and generates a shareable link for the form. See the documentation

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Find Document with the pdfFiller API

Enables searching capabilities for documents by name. See the documentation

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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}`,
      },
    })
  },
})

Connect pdfFiller#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pdffiller: {
      type: "app",
      app: "pdffiller",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.pdffiller.com/v2/users/me`,
      headers: {
        Authorization: `Bearer ${this.pdffiller.$auth.oauth_access_token}`,
      },
    })
  },
})

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