Integrate the Zoho CRM API with the signNow API

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

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Popular Ways to Connect Zoho CRM with signNow#

Convert Lead with Zoho CRM API on Completed Document (Instant) from signNow API

signNow + Zoho CRM

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Convert Lead with Zoho CRM API on Updated Document (Instant) from signNow API

signNow + Zoho CRM

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Create Document From Template with signNow API on New Contact (Instant) from Zoho CRM API

Zoho CRM + signNow

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Create Document From Template with signNow API on New Event (Instant) from Zoho CRM API

Zoho CRM + signNow

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Create Document From Template with signNow API on New Lead (Instant) from Zoho CRM API

Zoho CRM + signNow

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Popular Zoho CRM and signNow Triggers#

Completed Document (Instant) from the signNow API

Emit new event when all signers have filled in and signed the document. See the documentation

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Updated Document (Instant) from the signNow API

Emit new event when a document has been updated. 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 signNow 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 Document From Template with the signNow API

Creates a new document copy out of a template. 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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Prefill Text Fields with the signNow API

Adds values to fields that the signers can later edit when they receive the document for signature. 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}`,
      },
    })
  },
})

Connect signNow#

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

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