Integrate the Zoho CRM API with the Xero Accounting API

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

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Popular Ways to Connect Zoho CRM with Xero Accounting#

Add Items to Existing Sales Invoice with Xero Accounting API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Xero Accounting

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Add Items to Existing Sales Invoice with Xero Accounting API on New Event (Instant) from Zoho CRM API

Zoho CRM + Xero Accounting

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Add Items to Existing Sales Invoice with Xero Accounting API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Xero Accounting

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Add Items to Existing Sales Invoice with Xero Accounting API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Xero Accounting

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Add Items to Existing Sales Invoice with Xero Accounting API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Xero Accounting

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Popular Zoho CRM and Xero Accounting Triggers#

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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New or Updated Contact (Instant) from the Zoho CRM API

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

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Popular Zoho CRM and Xero Accounting Actions#

Convert Lead with the Zoho CRM API

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

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Add Items to Existing Sales Invoice with the Xero Accounting API

Adds line items to an existing sales invoice. See the docs here

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Bank Statements Report with the Xero Accounting API

Gets bank statements for the specified bank account.

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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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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 Xero Accounting#

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Connect Xero Accounting#

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

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