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 Roam Research API
Setup the Zoho CRM API trigger to run a workflow which integrates with the Roam Research API. Pipedream's integration platform allows you to integrate Zoho CRM and Roam Research remarkably fast. Free for developers.
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Popular Ways to Connect Zoho CRM with Roam Research#
Popular Zoho CRM and Roam Research Triggers#
Emit new event for each new or modified linked reference in Roam Research.
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 Roam Research Actions#
Converts a Lead into a Contact or an Account. See the documentation
Adds content as a child block to a daily note page in Roam Research (access to encrypted and non encrypted graphs). See the documentation.
Add content as a child block to an existing or new page in Roam Research (access to encrypted and non encrypted graphs). 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}`,
},
})
},
})
Connect Roam Research#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
roamresearch: {
type: "app",
app: "roamresearch",
}
},
async run({steps, $}) {
const data = {
"query": `[:find (rand 20 ?block-uid) . :in $ :where [?e :block/uid ?block-uid] [?e :block/page]]`,
}
return await axios($, {
method: "post",
url: `https://api.roamresearch.com/api/graph/${this.roamresearch.$auth.graph_name}/q`,
headers: {
"X-Authorization": `Bearer ${this.roamresearch.$auth.api_token}`,
},
data,
})
},
})
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