Integrate the Zoho Invoice API with the Zoho CRM API

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

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Popular Ways to Connect Zoho Invoice with Zoho CRM#

Convert Lead with Zoho CRM API on New Estimate Created from Zoho Invoice API

Zoho Invoice + Zoho CRM

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Convert Lead with Zoho CRM API on New Invoice Created from Zoho Invoice API

Zoho Invoice + Zoho CRM

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Create Estimate with Zoho Invoice API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Zoho Invoice

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Create Estimate with Zoho Invoice API on New Event (Instant) from Zoho CRM API

Zoho CRM + Zoho Invoice

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Create Estimate with Zoho Invoice API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Zoho Invoice

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Popular Zoho Invoice and Zoho CRM Triggers#

New Estimate Created from the Zoho Invoice API

Triggers when a new estimate is created. See the documentation.

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New Invoice Created from the Zoho Invoice API

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

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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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Popular Zoho Invoice and Zoho CRM Actions#

Create Estimate with the Zoho Invoice API

Creates a new estimate in Zoho Invoice. See the documentation.

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Convert Lead with the Zoho CRM API

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

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Create Invoice with the Zoho Invoice API

Creates a new invoice in Zoho Invoice. 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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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#

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 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}`,
      },
    })
  },
})

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