Integrate Jetpack Workflow with Zoho CRM to automate your work
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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.
- New Client
Triggers when a new client is created.
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- Job Name
- Client ID
- Job Manager
- Description
- Due
- Client IDRequired
- Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks ID
- Search QueryRequired
- Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks ID
- Updated Client
Triggers when a client has been updated.
Try It - Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks ID
- Search QueryRequired
- 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.
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