Connect WHS Monitor to Zoho CRM and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect WHS Monitor to Zoho CRM with a Zapier template.

Our most popular template

Adjust product quantities in WHS Monitor from new or updated module entries in Zoho CRM
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Formatter by Zapier + WHS Monitor + Zoho CRM

Adjust product quantities in WHS Monitor from new or updated module entries in Zoho CRM

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Details

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Formatter by Zapier + WHS Monitor + Zoho CRM

How Zapier works

Zapier makes it easy to integrate WHS Monitor with Zoho CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from WHS Monitor

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected WHS Monitor to Zoho CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect WHS Monitor and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect WHS Monitor and Zoho CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Product ID
  Required
- Amount to add
  Required
- Comments
Action
Write
- Location Name
  Required
- Address
  Required
- City/Town/Suburb
  Required
- State
  Required
- Post Code
  Required
- Country
  Required
Action
Write
- Create New User Account
- Worker ID
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Roles
- Other Known Name
- Gender
- Unique Student Identifier
- Date of Birth
- Mobile Number
- Home Phone Number
- Work Mobile Number
- Approval Responsibility - Allow Check
- Approval Responsibility - Allow Review
- Approval Responsibility - Allow Authorise
- Approval Responsibility - Allow Approve
- Approval Responsibility - Allow Reject
- Approval Responsibility - Allow Trainer / Assessor
- Reports To
- Home Address
- Home Town
- Home State
- Home Postcode
- Personal Email Address
- Date Employed
- Work Phone
- Work Phone Extension
- Emergency Contact First Name
- Emergency Contact Last Name
- Emergency Contact Relationship
- Emergency Contact Address
- Emergency Contact Phone
- Emergency Contact Email
Action
Write
- storeUserId
  Required
Action
Write
- Location ID
  Required
- Location Name
  Required
- Address
  Required
- City/Town/Suburb
  Required
- State
  Required
- Post Code
  Required
- Country
  Required
Action
Write

- Storage ID
- Internal Product Code
- Product Name
- SKU
- Page Number
- Page Size
Action
Search
- Storage ID
Action
Search

- Location Name
  Required
Action
Search
- Location Name
  Required
- Create New User Account
- Worker ID
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Roles
- Other Known Name
- Gender
- Unique Student Identifier
- Date of Birth
- Mobile Number
- Home Phone Number
- Work Mobile Number
- Approval Responsibility - Allow Check
- Approval Responsibility - Allow Review
- Approval Responsibility - Allow Authorise
- Approval Responsibility - Allow Approve
- Approval Responsibility - Allow Reject
- Approval Responsibility - Allow Trainer / Assessor
- Reports To
- Home Address
- Home Town
- Home State
- Home Postcode
- Personal Email Address
- Date Employed
- Work Phone
- Work Phone Extension
- Emergency Contact First Name
- Emergency Contact Last Name
- Emergency Contact Relationship
- Emergency Contact Address
- Emergency Contact Phone
- Emergency Contact Email
Action
Search or write
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
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mail
  Required
- Layout
  Required
- Trigger Workflow?
Action
Search or write
- Module
  Required
- Field name
  Required
- Value
  Required
- Layout
  Required
- Trigger
Action
Search or write

- Checklist Type
  Required
- Record ID
  Required
- Title
  Required
- Description
- Location ID
- Person Responsible ID
Action
Write
- RoleName
Action
Write
- storeUserId
  Required
Action
Write
- storeUserId
  Required
- Reports To User ID
  Required
Action
Write
- storeUserId
  Required
- Worker ID
- Email Address
- First Name
  Required
- Last Name
  Required
- Other Known Name
- Gender
- Date of Birth
- Mobile Number
- Home Phone Number
- Work Mobile Number
- Approval Responsibility - Allow Check
- Approval Responsibility - Allow Review
- Approval Responsibility - Allow Authorise
- Approval Responsibility - Allow Approve
- Approval Responsibility - Allow Reject
- Approval Responsibility - Allow Trainer / Assessor
- Unique Student Identifier
- Reports To
- Home Address
- Home Town
- Home State
- Home Postcode
- Personal Email Address
- Date Employed
- Work Phone
- Work Phone Extension
- Emergency Contact First Name
- Emergency Contact Last Name
- Emergency Contact Relationship
- Emergency Contact Address
- Emergency Contact Phone
- Emergency Contact Email
Action
Write
- Product ID
  Required
Action
Search
- Location Name
  Required
Action
Search
- Location Name
  Required
- Location Name
  Required
- Address
  Required
- City/Town/Suburb
  Required
- State
  Required
- Post Code
  Required
- Country
  Required
Action
Search or write
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
- Module
  Required
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
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
Action
Search
- E-mail
  Required
- Layout
  Required
- Trigger Workflow?
Action
Search or write

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About WHS Monitor

WHS Monitor is a modular, cloud-based Work Health and Safety compliance management software which enables organisations to simply and effectively comply with their Work Health and Safety obligations.

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