What do you want to automate

with Zoho Invoice and Portfolio Optimizer?

Prompt, edit and deploy AI agents that connect to Zoho Invoice, Portfolio Optimizer and 2,500+ other apps in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
New Estimate Created from the Zoho Invoice API

Triggers when a new estimate is created. See the documentation

 
Try it
New Invoice Created from the Zoho Invoice API

Triggers when a new invoice is created in Zoho Invoice. See the documentation

 
Try it
Create Estimate with the Zoho Invoice API

Creates a new estimate in Zoho Invoice. See the documentation

 
Try it
Create Invoice with the Zoho Invoice API

Creates a new invoice in Zoho Invoice. See the documentation

 
Try it
Integrate the Zoho Invoice API with the Portfolio Optimizer API
Setup the Zoho Invoice API trigger to run a workflow which integrates with the Portfolio Optimizer API. Pipedream's integration platform allows you to integrate Zoho Invoice and Portfolio Optimizer remarkably fast. Free for developers.

Overview of Zoho Invoice

The Zoho Invoice API offers a suite of tools to automate the invoicing and billing processes. With this API, you can create and manage customers, invoices, and payments. On Pipedream, you can harness these capabilities to build workflows that trigger on specific events, such as new invoice creation, or scheduled tasks that could, for example, follow up on unpaid invoices. Due to its serverless architecture, Pipedream ensures each step of your workflow runs only when needed, saving resources and time.

Connect Zoho Invoice

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_invoice: {
      type: "app",
      app: "zoho_invoice",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_invoice.$auth.api_domain}/invoice/v3/users/me`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_invoice.$auth.oauth_access_token}`,
        "X-com-zoho-invoice-organizationid": `${this.zoho_invoice.$auth.organization_id}`,
      },
    })
  },
})

Overview of Portfolio Optimizer

The Portfolio Optimizer API allows you to build advanced financial models and investment strategies directly within Pipedream. With this API, you gain access to portfolio analysis tools that can optimize asset allocations, calculate efficient frontiers, and perform risk assessments. Leverage the power of Pipedream's serverless platform to automate these tasks, integrate with other financial data sources, and much more, facilitating smarter investment decisions and real-time portfolio management.

Connect Portfolio Optimizer

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    portfolio_optimizer: {
      type: "app",
      app: "portfolio_optimizer",
    }
  },
  async run({ steps, $ }) {
    const { data } = await axios({
      method: "POST",
      url: `https://${this.portfolio_optimizer.$auth.api_server}.portfoliooptimizer.io/v1/factors/residualization`,
      headers: {
        "Content-type": "application/json",
        "X-API-Key": this.portfolio_optimizer.$auth.api_key
      },
//Residualizes the returns of the first factor among a set of 2 factors, observed during 3 time periods
      data: {
        "factors": [
          {
            "factorReturns": [
              0.01,
              0.02,
              -0.01
            ]
          },
          {
            "factorReturns": [
              0.025,
              0.005,
              -0.02
            ]
          }
        ],
        "residualizedFactor": 1
      },
    })
    return data
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo