TimelinesAI + Zoho CRM

Send messages to new chats in TimelinesAI when contacts are new or updated in Zoho CRM

Easily stay updated with this convenient workflow. Whenever there's a new or updated contact in your Zoho CRM, a message will be promptly sent to a new chat in TimelinesAI. This automation ensures you never miss out on vital changes in your contacts, enabling you to react promptly and maintain strong relationships with your stakeholders.

When this happens...
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.
TriggerScheduled
automatically do this!
Send Message to New Chat
Sends message to new chat.
ActionWrite

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Supported triggers and actions

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
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- 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 Incoming Chat
Triggers when a new incoming chat is created.
Trigger
Instant
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New Received Message
Triggers when a new incoming message is received.
Trigger
Instant
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Chat Renamed
Triggers when a chat is renamed.
Trigger
Instant
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New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Trigger
Scheduled
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- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Attachment URLRequired
- Name of attached fileRequired
Action
Write
- Whatsapp AccountRequired
- Phone numberRequired
- Message textRequired
Action
Write
- Name
- Phone
- Chat Id
Action
Search
- Whatsapp Message IdRequired
Action
Search
- Phone
- Email
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
Chat Closed
Triggers when a chat is closed.
Trigger
Instant
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New Outgoing Chat
Triggers when a new outgoing chat is created.
Trigger
Instant
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New Sent Message
Triggers when a new message is sent.
Trigger
Instant
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New Uploaded File
Triggers when new uploaded_file is created.
Trigger
Scheduled
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- Chat Id
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Message textRequired
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Uploaded fileRequired
- Name of attached file
Action
Write
- Whatsapp Message IdRequired
Action
Search
- Name
Action
Search

About TimelinesAI

TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.

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