Integrate the Zoho CRM API with the Taskade API

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

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Popular Ways to Connect Zoho CRM with Taskade#

Convert Lead with Zoho CRM API on New Task Created from Taskade API

Taskade + Zoho CRM

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Create Object with Zoho CRM API on New Task Created from Taskade API

Taskade + Zoho CRM

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Create Task with Taskade API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Taskade

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Create Task with Taskade API on New Event (Instant) from Zoho CRM API

Zoho CRM + Taskade

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Create Task with Taskade API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Taskade

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Popular Zoho CRM and Taskade Triggers#

New Task Created from the Taskade API

Emit new event when a new task is created in Taskade

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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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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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Popular Zoho CRM and Taskade 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 Task with the Taskade API

Creates a new task in Taskade. 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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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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Get Object with the Zoho CRM API

Gets record data given its id.

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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 Taskade#

Taskade is a unified workspace app designed to help teams manage tasks, write notes, and video chat within the same platform. With the Taskade API on Pipedream, you can automate workflows, synchronize tasks across various platforms, and streamline communications. This API enables you to programmatically manage tasks, projects, and their associated details, which can be integrated with hundreds of other apps available on Pipedream to create dynamic, custom workflows tailored to your team's needs.

Connect Taskade#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    taskade: {
      type: "app",
      app: "taskade",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.taskade.com/api/v1/workspaces`,
      headers: {
        Authorization: `Bearer ${this.taskade.$auth.oauth_access_token}`,
        "Accept": `application/json`,
      },
    })
  },
})

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