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 PDFMonkey API
Setup the Zoho CRM API trigger to run a workflow which integrates with the PDFMonkey API. Pipedream's integration platform allows you to integrate Zoho CRM and PDFMonkey remarkably fast. Free for developers.
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Popular Zoho CRM and PDFMonkey Triggers#
Emit new event when a document's generation is completed.
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Popular Zoho CRM and PDFMonkey Actions#
Converts a Lead into a Contact or an Account. See the documentation
Deletes a specific document using its ID. 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 PDFMonkey#
The PDFMonkey API on Pipedream allows you to automate the creation of PDF documents from dynamic data sources. You can generate invoices, reports, tickets, or any customized document based on templates you define. With Pipedream’s serverless platform, you can trigger PDF generation from a multitude of events, such as form submissions, scheduled times, or changes in a database, and then perform actions like sending these PDFs via email, storing them in cloud storage, or updating records in a CRM.
Connect PDFMonkey#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pdfmonkey: {
type: "app",
app: "pdfmonkey",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pdfmonkey.io/api/v1/current_user`,
headers: {
Authorization: `Bearer ${this.pdfmonkey.$auth.api_key}`,
},
})
},
})
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