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with Zoho SalesIQ and Xero Accounting?
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Popular Ways to Connect Zoho SalesIQ with Xero Accounting#
Popular Zoho SalesIQ and Xero Accounting Triggers#
Emit new event when a new conversation is created.
Emit new notifications when you create a new or update existing contact
Emit new notifications when you create a new or update existing invoice
Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow the instructions here
Popular Zoho SalesIQ and Xero Accounting Actions#
Adds line items to an existing sales invoice. See the docs here
Retrieve visitor feedback by conversation ID. See the documentation
Gets bank statements for the specified bank account.
Retrieve a list of feedback from website visitors. See the documentation
Overview of Zoho SalesIQ#
The Zoho SalesIQ API offers a wealth of possibilities for engaging with customers and streamlining sales processes. By leveraging this API in Pipedream, you can craft automated workflows to react to events, manage visitors, and integrate customer interaction data with other services. This could range from triggering actions based on visitor activities to syncing chat transcripts with CRM tools. Pipedream's ability to connect with hundreds of apps allows for creative and powerful automations that can save time and provide valuable insights.
Connect Zoho SalesIQ#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_salesiq: {
type: "app",
app: "zoho_salesiq",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.zoho_salesiq.$auth.base_api_uri}/api/v2/portals`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_salesiq.$auth.oauth_access_token}`,
},
})
},
})
Overview of Xero Accounting#
The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.
Connect Xero Accounting#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
xero_accounting_api: {
type: "app",
app: "xero_accounting_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.xero.com/connections`,
headers: {
Authorization: `Bearer ${this.xero_accounting_api.$auth.oauth_access_token}`,
},
})
},
})
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