Zoho Invoice
Zoho Invoice is an online invoicing software designed to help freelancers and small businesses with invoicing and payment collection.
Integrate the Zoho Invoice API with the Salesforce (REST API) API
Setup the Zoho Invoice API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Zoho Invoice and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Zoho Invoice with Salesforce (REST API)#
Popular Zoho Invoice and Salesforce (REST API) Triggers#
Triggers when a new estimate is created. See the documentation.
Triggers when a new invoice is created in Zoho Invoice. See the documentation.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Popular Zoho Invoice and Salesforce (REST API) Actions#
Creates a new estimate in Zoho Invoice. See the documentation.
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Creates a new invoice in Zoho Invoice. See the documentation.
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Zoho Invoice#
The Zoho Invoice API offers a suite of tools to automate the invoicing and billing processes. With this API, you can create and manage customers, invoices, and payments. On Pipedream, you can harness these capabilities to build workflows that trigger on specific events, such as new invoice creation, or scheduled tasks that could, for example, follow up on unpaid invoices. Due to its serverless architecture, Pipedream ensures each step of your workflow runs only when needed, saving resources and time.
Connect Zoho Invoice#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_invoice: {
type: "app",
app: "zoho_invoice",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.zoho_invoice.$auth.api_domain}/invoice/v3/users/me`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_invoice.$auth.oauth_access_token}`,
"X-com-zoho-invoice-organizationid": `${this.zoho_invoice.$auth.organization_id}`,
},
})
},
})
Overview of Salesforce (REST API)#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce (REST API)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})