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 SignerX API

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

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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
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
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Convert Lead with Zoho CRM API on New Package Created from SignerX API
SignerX + Zoho CRM
 
Try it
Convert Lead with Zoho CRM API on New Package Published from SignerX API
SignerX + Zoho CRM
 
Try it
Convert Lead with Zoho CRM API on New Package Signed from SignerX API
SignerX + Zoho CRM
 
Try it
Create Object with Zoho CRM API on New Package Created from SignerX API
SignerX + Zoho CRM
 
Try it
Create Object with Zoho CRM API on New Package Published from SignerX API
SignerX + Zoho CRM
 
Try it
New Package Created from the SignerX API

Emit new event when a package is newly created.

 
Try it
New Package Published from the SignerX API

Emit new event when a package is published.

 
Try it
New Package Signed from the SignerX API

Emit new event when a package has been signed.

 
Try it
New Contact (Instant) from the Zoho CRM API

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

 
Try it
New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

 
Try it
Convert Lead with the Zoho CRM API

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

 
Try it
Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

 
Try it
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.

 
Try it
Get Object with the Zoho CRM API

Gets record data given its id.

 
Try it
Send Template Signatures with the SignerX API

Add a recipient to a template and invite to sign. See the documentation

 
Try it

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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
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 SignerX

The SignerX API enables automation of digital signing processes, offering a robust solution for managing document signatures electronically. Through Pipedream's integration capabilities, users can craft custom workflows that link SignerX with various other apps and services, enhancing efficiency and streamlining operations where signature collection and management are critical. This can include automated reminders for pending signatures, syncing signed documents to cloud storage, or updating records in CRM systems upon completion of signing.

Connect SignerX

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    signerx: {
      type: "app",
      app: "signerx",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.signerx.com/oauth/check`,
      headers: {
        Authorization: `Bearer ${this.signerx.$auth.oauth_access_token}`,
      },
    })
  },
})

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

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