What do you want to automate
with Zoho Projects and Workbooks CRM?
Prompt, edit and deploy AI agents that connect to Zoho Projects, Workbooks CRM and 2,500+ other apps in seconds.
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Popular Ways to Connect Zoho Projects with Workbooks CRM#
Popular Zoho Projects and Workbooks CRM Triggers#
Popular Zoho Projects and Workbooks CRM Actions#
Add Time for a General Log. Adds the time log to other tasks. See the docs here
Creates an order from your customers for your goods or services.
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Overview of Zoho Projects#
The Zoho Projects API lets you harness the full potential of project management by enabling seamless integration with other tools and automating routine tasks. With it, you can create projects, manage tasks, track time, and customize your workflow. On Pipedream, you can leverage this API to build robust automations that connect Zoho Projects with a plethora of other apps, streamlining project tracking and collaboration workflows, all without writing a single line of code.
Connect Zoho Projects#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_projects: {
type: "app",
app: "zoho_projects",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://projectsapi.${this.zoho_projects.$auth.region}/restapi/portals/`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_projects.$auth.oauth_access_token}`,
},
})
},
})
Overview of Workbooks CRM#
The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.
Connect Workbooks CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
workbooks_crm: {
type: "app",
app: "workbooks_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://secure.workbooks.com/activity/tasks.api`,
headers: {
"Cookie": `Workbooks-Session=${this.workbooks_crm.$auth.session_id}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies