DailyBot

The go-to assistant for your work chat. DailyBot has built-in skills to help you run async meetings, track and celebrate milestones, and automate routines. 🤖💬

Integrate the DailyBot API with the Zoho CRM API

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

Convert Lead with Zoho CRM API on New Check-In Response Completed (Instant) from DailyBot API
DailyBot + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Form Response Completed (Instant) from DailyBot API
DailyBot + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Kudos Given (Instant) from DailyBot API
DailyBot + Zoho CRM
 
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Create Object with Zoho CRM API on New Check-In Response Completed (Instant) from DailyBot API
DailyBot + Zoho CRM
 
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Create Object with Zoho CRM API on New Form Response Completed (Instant) from DailyBot API
DailyBot + Zoho CRM
 
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New Check-In Response Completed (Instant) from the DailyBot API

Emit new event when a user from your organization completes a response to a check-in in DailyBot.

 
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New Form Response Completed (Instant) from the DailyBot API

Emit new event when a response is added to a form in DailyBot by any user from your organization or an external user.

 
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New Kudos Given (Instant) from the DailyBot API

Emit new event every time any kudos are given to someone in your DailyBot organization.

 
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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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Give Kudos with the DailyBot API

Sends kudos to selected user(s) using DailyBot. 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 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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Get Object with the Zoho CRM API

Gets record data given its id.

 
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Overview of DailyBot

The DailyBot API on Pipedream opens up a world of possibilities for automating team interactions and enhancing productivity. With DailyBot, you can create custom workflows to automate stand-ups, collect feedback, run polls, and send reminders. By leveraging Pipedream's seamless connections with other apps and services, you can integrate DailyBot into your existing tools and streamline your team's communication processes without writing extensive code.

Connect DailyBot

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    dailybot: {
      type: "app",
      app: "dailybot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.dailybot.com/v1/me/`,
      headers: {
        "Accept": `application/json`,
        "X-API-KEY": `${this.dailybot.$auth.api_key}`,
      },
    })
  },
})

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

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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}`,
      },
    })
  },
})