Integrate the Zoho CRM API with the Zoho Assist API

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

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Popular Ways to Connect Zoho CRM with Zoho Assist#

Create Session with Zoho Assist API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Zoho Assist

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Create Session with Zoho Assist API on New Event (Instant) from Zoho CRM API

Zoho CRM + Zoho Assist

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Create Session with Zoho Assist API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Zoho Assist

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Create Session with Zoho Assist API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Zoho Assist

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Create Session with Zoho Assist API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Zoho Assist

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Popular Zoho CRM and Zoho Assist 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 Zoho Assist 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 Session with the Zoho Assist API

Create a remote support or screen sharing session. 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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Get Session Reports with the Zoho Assist API

Fetch the reports of previously conducted sessions. 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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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 Zoho Assist#

The Zoho Assist API provides remote support and access functionalities, enabling automated session management, customer support, and IT operations. By integrating it with Pipedream, you can craft serverless workflows that respond to various triggers and perform actions like creating support sessions, fetching session details, or managing users. The API's versatility in Pipedream allows for streamlined coordination between support requests and responses, facilitating seamless IT support and management tasks.

Connect Zoho Assist#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_assist: {
      type: "app",
      app: "zoho_assist",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://assist.${this.zoho_assist.$auth.base_api_url}/api/v2/user`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_assist.$auth.oauth_access_token}`,
      },
    })
  },
})

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