Integrate the Zoho CRM API with the Plain API

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

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Popular Ways to Connect Zoho CRM with Plain#

Add Customer to Group with Plain API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Plain

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Add Customer to Group with Plain API on New Event (Instant) from Zoho CRM API

Zoho CRM + Plain

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Add Customer to Group with Plain API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Plain

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Add Customer to Group with Plain API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Plain

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Add Customer to Group with Plain API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Plain

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Popular Zoho CRM and Plain Triggers#

Customer Created from the Plain API

Emit new event when a customer is created.

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Customer Deleted from the Plain API

Emit new event when a customer is deleted.

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Customer Updated from the Plain API

Emit new event when a customer is updated.

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Email Received from the Plain API

Emit new event when an email is received.

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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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Popular Zoho CRM and Plain Actions#

Convert Lead with the Zoho CRM API

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

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Add Customer to Group with the Plain API

Adds a customer to a customer group. 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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Create Customer Event with the Plain API

Creates an event with a customer. 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}`,
      },
    })
  },
})

Overview of Plain#

The Plain API provides functionality for automating customer support tasks, such as managing conversations, customers, and team inboxes. Within Pipedream, you can leverage these features to create custom workflows that respond to events from your app or external services, triggering actions in Plain. By integrating the Plain API with Pipedream, you can enhance customer support efficiency, streamline communication, and keep customer data synchronized across platforms.

Connect Plain#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    plain: {
      type: "app",
      app: "plain",
    }
  },
  async run({steps, $}) {
    const data = {
      "query": `query Workspace {
        workspace(workspaceId: "${this.plain.$auth.workspace_id}") {
            id
            publicName
        }
    }`,
    }
    return await axios($, {
      method: "post",
      url: `https://core-api.uk.plain.com/graphql/v1`,
      headers: {
        Authorization: `Bearer ${this.plain.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
      data,
    })
  },
})

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