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The Knowledge Base Software that Scales with your Product.

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Zoho CRM

Integrate the Document360 API with the Zoho CRM API

Setup the Document360 API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Document360 and Zoho CRM remarkably fast. Free for developers.

Popular Ways to Connect Document360 with Zoho CRM

Convert Lead with Zoho CRM API on New Article in Project Version from Document360 API
Document360 + Zoho CRM
 
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Create Document with Document360 API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Document360
 
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Create Document with Document360 API on New Event (Instant) from Zoho CRM API
Zoho CRM + Document360
 
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Create Document with Document360 API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Document360
 
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Create Document with Document360 API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + Document360
 
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Popular Document360 and Zoho CRM Triggers

New Article in Project Version from the Document360 API

Emit new event when a new article is created within a project version. See the documentation

 
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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 Document360 and Zoho CRM Actions

Create Document with the Document360 API

Creates a new document in Document360 from text. 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 Document360

The Document360 API enables programmatic interaction with your knowledge base, allowing you to automate content creation, updates, and management. With this API, you can integrate Document360 into your existing content pipelines, support workflows, or any system that needs to push or pull knowledge base content. On Pipedream, you can harness this API to craft serverless workflows that seamlessly integrate with other apps to keep documentation up-to-date, trigger notifications based on content changes, or analyze knowledge base usage.

Connect Document360

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    document360: {
      type: "app",
      app: "document360",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://apihub.document360.io/v2/teams`,
      headers: {
        "api_token": `${this.document360.$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}`,
      },
    })
  },
})
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