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 Planview Leankit API

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

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Add Card Type To Board with Planview Leankit API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Planview Leankit
 
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Add Card Type To Board with Planview Leankit API on New Event (Instant) from Zoho CRM API
Zoho CRM + Planview Leankit
 
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Add Card Type To Board with Planview Leankit API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Planview Leankit
 
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Add Card Type To Board with Planview Leankit API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + Planview Leankit
 
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Add Card Type To Board with Planview Leankit API on New or Updated Contact (Instant) from Zoho CRM API
Zoho CRM + Planview Leankit
 
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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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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

 
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New or Updated Contact (Instant) from the Zoho CRM API

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

 
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Convert Lead with the Zoho CRM API

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

 
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Add Card Type To Board with the Planview Leankit API

Create a new card type on a board. See the docs 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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Add Comment To Card (Or Task) with the Planview Leankit API

Create a comment in a card or task. See the docs 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

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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 Planview Leankit

Planview LeanKit API empowers users to automate and integrate their Kanban workflow management. With this API, you can programmatically access boards, cards, and related data to sync with other systems, trigger actions based on board updates, and extract analytics for reporting purposes.

Connect Planview Leankit

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    planview_leankit: {
      type: "app",
      app: "planview_leankit",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.planview_leankit.$auth.domain}.leankit.com/io/scim/v1/Users`,
      auth: {
        username: `${this.planview_leankit.$auth.username}`,
        password: `${this.planview_leankit.$auth.password}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
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SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
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SAS logo
Scale AI logo
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Warner Bros. logo