Integrate the Docmosis API with the Zoho CRM API

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

Popular Ways to Connect Docmosis with Zoho CRM#

Generate Document with Docmosis API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Docmosis

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Generate Document with Docmosis API on New Event (Instant) from Zoho CRM API

Zoho CRM + Docmosis

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Generate Document with Docmosis API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Docmosis

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Generate Document with Docmosis API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Docmosis

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Generate Document with Docmosis API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Docmosis

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Popular Docmosis and Zoho CRM Triggers#

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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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

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Popular Docmosis and Zoho CRM Actions#

Generate Document with the Docmosis API

Generates a document by merging data with a Docmosis template. 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 Docmosis#

The Docmosis API lets you generate custom documents based on templates. You can populate these templates with dynamic content and convert them into various formats such as PDF, Word, and HTML. On Pipedream, leveraging the Docmosis API in your workflows allows automated document generation, making it ideal for reports, contracts, invoices, and more. You can trigger workflows with various events and use data from other apps to fill templates.

Connect Docmosis#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docmosis: {
      type: "app",
      app: "docmosis",
    }
  },
  async run({steps, $}) {
    const data = {
      "accessKey": `${this.docmosis.$auth.access_key}`,
    }
    return await axios($, {
      method: "post",
      url: `${this.docmosis.$auth.location_base_url}/environment/ready`,
      data,
    })
  },
})

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}`,
      },
    })
  },
})