Integrate the Zoho CRM API with the Zoho Books API

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

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Popular Ways to Connect Zoho CRM with Zoho Books#

Create Sales Order with Zoho Books API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Zoho Books

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List Expenses with Zoho Books API on New User from Zoho CRM API

Zoho CRM + Zoho Books

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Convert Lead with Zoho CRM API on New Customer from Zoho Books API

Zoho Books + Zoho CRM

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Convert Lead with Zoho CRM API on New Expense from Zoho Books API

Zoho Books + Zoho CRM

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Convert Lead with Zoho CRM API on New Sales Order from Zoho Books API

Zoho Books + Zoho CRM

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Popular Zoho CRM and Zoho Books 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 Books 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 Customer with the Zoho Books API

Creates a new customer. 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 Customer Payment with the Zoho Books API

Creates a new payment. 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 Books#

Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.

Connect Zoho Books#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_books: {
      type: "app",
      app: "zoho_books",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_books.$auth.api_domain}/books/v3/users/me`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_books.$auth.oauth_access_token}`,
      },
      params: {
        organization_id: `${this.zoho_books.$auth.organization_id}`,
      },
    })
  },
})

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