Connect agentOS to Zoho CRM and automate any workflow
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Advertisement TypeRequired
Try It- Person TypeRequired
Try It- Person TypeRequired
- Title
- ForenameRequired
- SurnameRequired
- EmailRequired
- Mobile
- Phone
- Salutation
- Address 1
- Address 2
- Address 3
- Address 4
- Postcode
- Country
- Active From
- Branch
- Notes
- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
- New Appointment
Triggers when a new appointment is created in agentOS.
Try It - Appointment SubjectRequired
- Appointment DescriptionRequired
- Appointment Start Date and TimeRequired
- Appointment End Date and TimeRequired
- Appointment Repeat FrequencyRequired
- Appointment Repeat IntervalRequired
- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It - ModuleRequired
Try It