Quaderno

Automate tax compliance worldwide with one click. Quaderno handles sales tax so savvy entrepreneurs don’t have to.

Integrate the Quaderno API with the Zoho CRM API

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

Convert Lead with Zoho CRM API on New Invoice Created from Quaderno API
Quaderno + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Payment Received from Quaderno API
Quaderno + Zoho CRM
 
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Create Contact with Quaderno API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Quaderno
 
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Create Contact with Quaderno API on New Event (Instant) from Zoho CRM API
Zoho CRM + Quaderno
 
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Create Contact with Quaderno API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Quaderno
 
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New Invoice Created from the Quaderno API

Emit new event when a new invoice is generated in Quaderno. See the Documentation.

 
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New Payment Received from the Quaderno API

Emit new event when a payment is successfully processed in Quaderno. 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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Create Contact with the Quaderno API

Add a new contact to Quaderno. 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 Invoice with the Quaderno API

Generate a new invoice in Quaderno. 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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Overview of Quaderno

The Quaderno API provides robust capabilities for handling sales tax, VAT, and GST compliance. It allows you to automate tax calculations, create and send invoices, and manage transactions and reports with ease. Integrating the Quaderno API on Pipedream opens up opportunities to streamline your finance operations by connecting to various other services like CRMs, payment gateways, and e-commerce platforms, all while leveraging Pipedream's serverless platform to execute custom logic without managing infrastructure.

Connect Quaderno

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    quaderno: {
      type: "app",
      app: "quaderno",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.quaderno.$auth.domain}/api/authorization`,
      headers: {
        "Accept": `application/json`,
      },
      auth: {
        username: `${this.quaderno.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

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}`,
      },
    })
  },
})