Integrate the Zoho Sign API with the Zoho CRM API

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

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Popular Ways to Connect Zoho Sign with Zoho CRM#

Convert Lead with Zoho CRM API on New Document Completed from Zoho Sign API

Zoho Sign + Zoho CRM

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Convert Lead with Zoho CRM API on New Document Created from Zoho Sign API

Zoho Sign + Zoho CRM

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Convert Lead with Zoho CRM API on New Document Signed from Zoho Sign API

Zoho Sign + Zoho CRM

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Create Object with Zoho CRM API on New Document Completed from Zoho Sign API

Zoho Sign + Zoho CRM

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Create Object with Zoho CRM API on New Document Created from Zoho Sign API

Zoho Sign + Zoho CRM

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Popular Zoho Sign and Zoho CRM Triggers#

New Document Completed from the Zoho Sign API

Emit new event when a document is completed.

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New Document Created from the Zoho Sign API

Emit new event when a new document is created.

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New Document Signed from the Zoho Sign API

Emit new event when a document has received a successful signature from all the required parties.

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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 Sign and Zoho CRM Actions#

Get Document Details with the Zoho Sign API

Get the details of a particular document. 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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Get Document Form Detail with the Zoho Sign API

Retrieves the filled field data for a particular document. 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 Sign#

Zoho Sign API lets you automate document signing processes. Integrate with Pipedream to create or manage documents, send them for signatures, and track status updates in real-time. Sync data with other apps, trigger workflows based on document actions, or automate follow-ups once signatures are received.

Connect Zoho Sign#

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