Integrate the Zoho Notebook API with the Zoho CRM API

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

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Popular Ways to Connect Zoho Notebook with Zoho CRM#

Convert Lead with Zoho CRM API on New Audio Card from Zoho Notebook API

Zoho Notebook + Zoho CRM

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Convert Lead with Zoho CRM API on New Checklist Card from Zoho Notebook API

Zoho Notebook + Zoho CRM

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Convert Lead with Zoho CRM API on New Note Card in Notebook from Zoho Notebook API

Zoho Notebook + Zoho CRM

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

Zoho CRM + Zoho Notebook

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

Zoho CRM + Zoho Notebook

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Popular Zoho Notebook and Zoho CRM Triggers#

New Audio Card from the Zoho Notebook API

Emit new event when a new audio card is created in Zoho Notebook

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New Checklist Card from the Zoho Notebook API

Emit new event when a new checklist card is created in Zoho Notebook.

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New Note Card in Notebook from the Zoho Notebook API

Emit new event when a new notecard is created in a specific notebook in Zoho Notebook.

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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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Popular Zoho Notebook and Zoho CRM Actions#

Create Notebook with the Zoho Notebook API

Creates a new notebook.

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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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List Notebooks with the Zoho Notebook API

Retrieve a list of all notebooks created by the user.

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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 Notebook#

The Zoho Notebook API allows for the creation, management, and retrieval of digital notes within the Zoho Notebook service. On Pipedream, you can harness this API to automate your note-taking processes, synchronize content across different platforms, and trigger actions based on updates to your notes. With Pipedream's capability to integrate various apps, you can connect Zoho Notebook with other services to streamline workflows and increase productivity.

Connect Zoho Notebook#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_notebook: {
      type: "app",
      app: "zoho_notebook",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://notebook.${this.zoho_notebook.$auth.base_api_uri}/api/v1/notebooks`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_notebook.$auth.oauth_access_token}`,
      },
    })
  },
})

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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