Integrate the YoPlanning API with the Zoho CRM API

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

Popular Ways to Connect YoPlanning with Zoho CRM#

Convert Lead with Zoho CRM API on New Client Created from YoPlanning API

YoPlanning + Zoho CRM

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Convert Lead with Zoho CRM API on New Order Placed from YoPlanning API

YoPlanning + Zoho CRM

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Create Object with Zoho CRM API on New Client Created from YoPlanning API

YoPlanning + Zoho CRM

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Create Object with Zoho CRM API on New Order Placed from YoPlanning API

YoPlanning + Zoho CRM

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Download Attachment with Zoho CRM API on New Client Created from YoPlanning API

YoPlanning + Zoho CRM

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Popular YoPlanning and Zoho CRM Triggers#

New Client Created from the YoPlanning API

Triggers when a new client is created. See the documentation

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New Order Placed from the YoPlanning API

Triggers when a new order is placed. 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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Popular YoPlanning and Zoho CRM Actions#

List Categories with the YoPlanning API

Lists all categories. 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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List Clients with the YoPlanning API

Lists all clients. 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 Orders with the YoPlanning API

Lists all orders. See the documentation

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Overview of YoPlanning#

YoPlanning API offers tools for event planning, with features such as creating and managing event schedules, attendee lists, and budgets. Leveraging this API in Pipedream enables automating event-related workflows, syncing event data with other services, and triggering actions based on event updates or attendee responses. It's a powerful way to streamline event management tasks, ensuring that nothing slips through the cracks as you orchestrate everything from small meetings to large conferences.

Connect YoPlanning#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    yoplanning: {
      type: "app",
      app: "yoplanning",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://yoplanning.pro/api/v3.1/teams`,
      headers: {
        "Authorization": `Token ${this.yoplanning.$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}`,
      },
    })
  },
})