Integrate the Zoho CRM API with the RiskAdvisor API

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

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Popular Ways to Connect Zoho CRM with RiskAdvisor#

Convert Lead with Zoho CRM API on Client Updated from RiskAdvisor API

RiskAdvisor + Zoho CRM

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Convert Lead with Zoho CRM API on New Client Created from RiskAdvisor API

RiskAdvisor + Zoho CRM

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Create Client with RiskAdvisor API on New Contact (Instant) from Zoho CRM API

Zoho CRM + RiskAdvisor

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Create Client with RiskAdvisor API on New Event (Instant) from Zoho CRM API

Zoho CRM + RiskAdvisor

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Create Client with RiskAdvisor API on New Lead (Instant) from Zoho CRM API

Zoho CRM + RiskAdvisor

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Popular Zoho CRM and RiskAdvisor Triggers#

Client Updated from the RiskAdvisor API

Emit new event each time a client is updated in RiskAdvisor. See the documentation

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New Client Created from the RiskAdvisor API

Emit new event each time a new client is created in RiskAdvisor. See the documentation

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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 RiskAdvisor 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 Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Create Client with the RiskAdvisor API

Create a new client in RiskAdvisor. 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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Create Risk Profile with the RiskAdvisor API

Creates a risk profile in RiskAdvisor. See the documentation

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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 RiskAdvisor#

The RiskAdvisor API offers a way to integrate insurance advisory services into your applications seamlessly. By leveraging this API within Pipedream, you can automate the process of obtaining insurance quotes, processing claims, and providing personalized insurance advice. Pipedream's serverless execution environment allows you to create workflows that react to various triggers (such as webhooks, emails, or schedules) and interact with the RiskAdvisor API to carry out tasks without manual intervention. This can streamline operations for insurance agencies, fintech apps, or any business that needs to integrate insurance-related services.

Connect RiskAdvisor#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    riskadvisor: {
      type: "app",
      app: "riskadvisor",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.riskadvisor.insure/api/clients`,
      headers: {
        Authorization: `Bearer ${this.riskadvisor.$auth.api_token}`,
      },
    })
  },
})

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