Issuetrak + Zoho CRM

Add new users in Zoho CRM to Issuetrak

Activate this integration to automatically create an Issuetrak user from the details included for each new user in Zoho CRM. Avoid the hassle to tedious duplicate data entry while your user data stays up to date across platforms.

When this happens...
New User
Triggers when a new active user is added to your Zoho CRM account.
TriggerScheduled
automatically do this!
Create User
Creates a User.
ActionWrite

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Supported triggers and actions

What does this mean?

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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
New Organization
Triggers when a new Organization is created.
Trigger
Scheduled
Try It
- IID of Group To UpdateRequired
- Should the Group only allow agents?
- Name
- Phone Number
- Email Address
- SMS Address
- Primary Organization
Action
Write
- User IID
- Groups to add to the userRequired
Action
Write
- Group IID
- Organizations to add to the groupRequired
- Allow members of the group, with appropriate permissions, to edit Issues in the selected OrganizationsRequired
- Allow members of the group to see (in lists) users in the selected OrganizationsRequired
Action
Write
- NameRequired
- Is InternalRequired
- Site Title
- Contact Person
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
Action
Write
- User IID
- Organizations to remove from the userRequired
Action
Write
- IID of User To UpdateRequired
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
Action
Write
- IID of User To UpdateRequired
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
Action
Write
- Field to search onRequired
Action
Search
- Field to search onRequired
Action
Search
- Field to search onRequired
Action
Search

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.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
New Group
Triggers when a new group is created.
Trigger
Scheduled
Try It
New User
Triggers when a new user is created.
Trigger
Scheduled
Try It
- Should this Group be Agent Only?
- Group ID
- Display NameRequired
- Phone Number
- Email Address
- SMS Address
- Primary OrganizationRequired
Action
Write
- User IID
- Groups to remove from the userRequired
Action
Write
- Group IID
- Organizations to remove from the userRequired
Action
Write
- User IID
- Organizations to add to the userRequired
- Allow the user, with appropriate permissions, to edit Issues in the selected OrganizationsRequired
- Allow the user to see (in lists) users in the selected OrganizationsRequired
Action
Write
- IID of the Organization to updateRequired
- Name
- Is Internal
- Site Title
- Contact Person
- Contact User
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
Action
Write
- Can Login
- Should the User be an agent?
- User ID
- First NameRequired
- Last NameRequired
- Display NameRequired
- Phone Number
- Email Address
- SMS Address
- Time ZoneRequired
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary OrganizationRequired
- Redirect After Issue SubmitRequired
- Home PageRequired
Action
Write
- Field to search onRequired
Action
Search
- Field to search onRequired
Action
Search
- Iid exactly matches one of
- Search Name ByRequired
- Match Is Internal OnRequired
- Search Site Title ByRequired
- Search Contact Person ByRequired
- Search Email ByRequired
- Search Phone ByRequired
- Search Address Line One ByRequired
- Search Address Line Two ByRequired
- Search City ByRequired
- Search State ByRequired
- Search Postal Code ByRequired
- Search Web Address ByRequired
- Search Email Domain ByRequired
- Search Reply To Email Name ByRequired
- Search Reply To Email Address ByRequired
- Search Note ByRequired
Action
Search
- User IID matches one of
- Search User ID ByRequired
- Primary Organization Iid exactly matches one of
- Search Display Name ByRequired
- Match Is agent OnRequired
- Search First Name ByRequired
- Search Last Name ByRequired
- Search Phone Number ByRequired
- Search Email ByRequired
- Search SMS Address ByRequired
- Search Address Line One ByRequired
- Search Address Line Two ByRequired
- Search City ByRequired
- Search State ByRequired
- Search Zip/Postal Code ByRequired
- Search Country ByRequired
- Match Can Login OnRequired
- Match Active OnRequired
Action
Search

About Issuetrak

Issuetrak is an operational management platform to help you solve problems, control chaos, and experience less stress.

Related categories

Customer Support

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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Add new users in Zoho CRM to Issuetrak

New Contact

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