Integrate the Docsumo API with the Zoho CRM API

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

Popular Ways to Connect Docsumo with Zoho CRM#

Convert Lead with Zoho CRM API on New Document Status Changed from Docsumo API

Docsumo + Zoho CRM

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Create Object with Zoho CRM API on New Document Status Changed from Docsumo API

Docsumo + Zoho CRM

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Download Attachment with Zoho CRM API on New Document Status Changed from Docsumo API

Docsumo + Zoho CRM

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Get Object with Zoho CRM API on New Document Status Changed from Docsumo API

Docsumo + Zoho CRM

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List Fields with Zoho CRM API on New Document Status Changed from Docsumo API

Docsumo + Zoho CRM

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Popular Docsumo and Zoho CRM Triggers#

New Document Status Changed from the Docsumo API

Emit new event when document status is changed

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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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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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Popular Docsumo and Zoho CRM Actions#

Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Upload Document with the Docsumo API

Upload file using URL or base64 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 Docsumo#

The Docsumo API offers robust capabilities for extracting and processing data from various types of documents, like invoices, receipts, and bank statements. It applies intelligent OCR (Optical Character Recognition) to transform unstructured documents into structured data. With Pipedream, you can harness this power to automate workflows, such as digitizing financial records, validating document data, or integrating extracted information into databases or other apps, all with minimal code.

Connect Docsumo#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docsumo: {
      type: "app",
      app: "docsumo",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.docsumo.com/api/v1/eevee/apikey/limit/`,
      headers: {
        "X-API-KEY": `${this.docsumo.$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#

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}`,
      },
    })
  },
})