The Zoho Docs API unlocks the power to seamlessly manage documents in the cloud by integrating with Pipedream. With Pipedream's serverless platform, you can automate document sharing, conversions, and syncing files with other apps or databases. By connecting Zoho Docs to other services, you can streamline workflows, simplify collaboration, and maintain document organization with minimal manual intervention.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_docs: {
type: "app",
app: "zoho_docs",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://apidocs.zoho.com/files/v1/files`,
headers: {
Authorization: `Bearer ${this.zoho_docs.$auth.oauth_access_token}`,
},
})
},
})
Automated Document Backups: Create a workflow that triggers at regular intervals to back up important documents from Zoho Docs to a cloud storage service like Google Drive or Dropbox. This ensures your files are safely archived without manual effort.
Team Collaboration Enhancer: Set up an automation that watches for new files or updates in a Zoho Docs folder and notifies team members via Slack or sends an email through Gmail. Keep everyone in sync without the need to check for updates manually.
CRM Sync: Whenever a new contract or customer document is added to Zoho Docs, use Pipedream to add a corresponding record in a CRM like Salesforce or HubSpot. This maintains consistency across business platforms and saves time on data entry.
Issues Connecting My Account: IP Allowlist
If your Zoho security policy includes an IP Allowlist, update it to connect your account:
44.223.89.56
- 44.223.89.63
.After connecting your account, make sure to run the workflow within a VPC.
Zoho Docs uses OAuth authentication. When you connect your Zoho Docs account, Pipedream will open a popup window where you can sign into Zoho Docs and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Docs API.
Pipedream requests the following authorization scopes when you connect your account:
ZohoPC.files.CREATE
ZohoPC.files.READ
ZohoPC.files.UPDATE
ZohoPC.files.DELETE
GET
https://accounts.{{custom_fields.base_api_uri}}/oauth/v2/auth
?
client_id={{oauth.client_id}}
&
redirect_uri={{oauth.redirect_uri}}
&
state={{oauth.state}}
&
response_type=code
&
scope={{oauth.space_separated_scopes}}
&
prompt=consent
&
access_type=offline
POST
https://accounts.{{custom_fields.base_api_uri}}/oauth/v2/token
content-type: application/x-www-form-urlencoded
accept: application/json
client_id={{oauth.client_id}}
&
client_secret={{oauth.client_secret}}
&
redirect_uri={{oauth.redirect_uri}}
&
grant_type=authorization_code
&
code={{oauth.code}}
POST
https://accounts.{{custom_fields.base_api_uri}}/oauth/v2/token
content-type: application/x-www-form-urlencoded
accept: application/json
client_id={{oauth.client_id}}
&
client_secret={{oauth.client_secret}}
&
grant_type=refresh_token
&
refresh_token={{oauth.refresh_token}}