Integrate the OrbisX API with the Zoho CRM API

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

Popular OrbisX 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

Try it

New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

Try it

New Lead (Instant) from the Zoho CRM API

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

Try it

New Module Entry (Instant) from the Zoho CRM API

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

Try it

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

Try it

Popular OrbisX and Zoho CRM Actions#

Convert Lead with the Zoho CRM API

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

Try it

Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

Try it

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.

Try it

Get Object with the Zoho CRM API

Gets record data given its id.

Try it

List Fields with the Zoho CRM API

Gets the field metadata for the specified module

Try it

Overview of OrbisX#

The OrbisX API offers a platform for detailing businesses to manage customer relationships, appointments, services, and more. In Pipedream, you can harness this API to automate various tasks, streamline business workflows, and integrate with other services to enhance operational efficiency. Using Pipedream's serverless platform, you can set up event-driven workflows that respond to data from OrbisX in real-time, or on a schedule, without the need to manage infrastructure.

Connect OrbisX#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    orbisx: {
      type: "app",
      app: "orbisx",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://orbisx.ca/app/api/VSVlj`,
      params: {
        key: `${this.orbisx.$auth.api_key}`,
        dothis: `saveLead`,
        company: `YOUR_COMPANY`,
      },
    })
  },
})

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}`,
      },
    })
  },
})