Integrate the Templated API with the Zoho CRM API

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

Popular Ways to Connect Templated with Zoho CRM#

Create Render with Templated API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Templated

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Create Render with Templated API on New Event (Instant) from Zoho CRM API

Zoho CRM + Templated

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Create Render with Templated API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Templated

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Create Render with Templated API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Templated

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Create Render with Templated API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Templated

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Popular Templated 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

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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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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

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Popular Templated and Zoho CRM Actions#

Create Render with the Templated API

Creates a render on a template in Templated. 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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Get Template with the Templated API

Retrieves a single template object referenced by its unique ID. 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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List Template Layers with the Templated API

Lists all layers of a template. See the documentation

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Overview of Templated#

The Templated API allows users to generate custom documents based on predefined templates. It's a powerful tool when you need to create consistent documents or reports with variable data. In Pipedream, you can seamlessly integrate Templated with other services to automate document creation. Combine data from various sources, trigger document generation, and carry out follow-up actions like emailing the document or saving it to cloud storage.

Connect Templated#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    templated: {
      type: "app",
      app: "templated",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.templated.io/v1/templates`,
      headers: {
        Authorization: `Bearer ${this.templated.$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}`,
      },
    })
  },
})