Senta

Practice management software for accountants and bookkeepers from £29 per user, per month. Officially the friendliest software of the year.

Integrate the Senta API with the Zoho CRM API

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

Convert Lead with Zoho CRM API on New Client Created from Senta API
Senta + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Job Overdue from Senta API
Senta + Zoho CRM
 
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Create Client with Senta API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Senta
 
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Create Client with Senta API on New Event (Instant) from Zoho CRM API
Zoho CRM + Senta
 
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Create Client with Senta API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Senta
 
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New Client Created from the Senta API

Emit new event when a new client is created.

 
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New Job Overdue from the Senta API

Emit new event when a job becomes overdue.

 
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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 Client with the Senta API

Creates a new client. 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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Update Client with the Senta API

Updates an existing client. See the documentation

 
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Overview of Senta

The Senta API allows you to automate and integrate practice management tasks within the Senta platform. Leveraging Pipedream's capabilities, you can create workflows that streamline client onboarding, automate communication, task management, and synchronize data with other services. With Pipedream's serverless platform, these workflows can be triggered by various events, such as incoming emails, schedule timings, or actions from other apps, offering a seamless way to enhance your practice management operations.

Connect Senta

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    senta: {
      type: "app",
      app: "senta",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.senta.$auth.subdomain}.senta.co/api/jobs`,
      headers: {
        "x-auth": `${this.senta.$auth.api_key}`,
        "accept": `application/json`,
      },
      params: {
        cid: `{{your_client_id}}`,
      },
    })
  },
})

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}`,
      },
    })
  },
})