OnStrategy
From self-guided planning to full-service strategy design, we can help get a strategic plan done that meets your needs and budget.
Integrate the OnStrategy API with the Zoho CRM API
Setup the OnStrategy API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate OnStrategy and Zoho CRM remarkably fast. Free for developers.
Popular OnStrategy and Zoho CRM Triggers#
Emit new event when a new goal is created within the OnStrategy app. See the documentation
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Popular OnStrategy and Zoho CRM Actions#
Converts a Lead into a Contact or an Account. See the documentation
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.
Overview of OnStrategy#
The OnStrategy API lets you automate strategic planning and tracking within your organization. You can create, update, and retrieve data on goals, actions, and progress, making it simpler to integrate strategic management into daily workflows. Pipedream's serverless platform eases the process by allowing you to construct workflows that link OnStrategy with other apps, trigger actions based on events, and handle data programmatically without managing servers.
Connect OnStrategy#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
onstrategy: {
type: "app",
app: "onstrategy",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.onstrategyhq.com/api/accounts.json`,
params: {
key: `${this.onstrategy.$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}`,
},
})
},
})