Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
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
Emits an event each time a new contact is created or updated in Zoho CRM
Converts a Lead into a Contact or an Account. See the documentation
Creates an AP aging report in Quickbooks Online. 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.
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.
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}`,
},
})
},
})
QuickBooks Sandbox API provides a robust platform for developers to test QuickBooks Online integrations without affecting live data. With Pipedream, you can harness this API to automate various accounting tasks, simulate financial scenarios, or validate app behavior pre-deployment. Imagine syncing invoice statuses with your CRM, triggering alerts based on financial thresholds, or reconciling payments programmatically—all in a safe, isolated environment before going live.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
quickbooks_sandbox: {
type: "app",
app: "quickbooks_sandbox",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://sandbox-quickbooks.api.intuit.com/v3/company/${this.quickbooks_sandbox.$auth.company_id}/companyinfo/${this.quickbooks_sandbox.$auth.company_id}`,
headers: {
Authorization: `Bearer ${this.quickbooks_sandbox.$auth.oauth_access_token}`,
"accept": `application/json`,
"content-type": `application/json`,
},
})
},
})