Parsio + Zoho CRM

Convert Zoho CRM leads from new Parsio parsed documents

This integration will convert a lead in Zoho CRM when data is parsed in Parsio.

When this happens...
Document Parsed
Triggers when a document is parsed (new or old document). If a document contains table fields, they will be passed as nested arrays.
TriggerInstant
automatically do this!
Convert Lead
Convert an existing lead to contact and account
ActionWrite

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Supported triggers and actions

- MailboxRequired
Trigger
Instant
Try It
- MailboxRequired
Trigger
Instant
Try It
- MailboxRequired
- FilenameRequired
- DocumentRequired
- Custom Payload (optional)
Action
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
Polling
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
Polling
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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

- MailboxRequired
Trigger
Instant
Try It
- MailboxRequired
- TableRequired
Trigger
Instant
Try It
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
Polling
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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
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

About Parsio

Parsio is an AI-powered document extraction tool. Extract structured data from your PDFs, emails and other documents, automatically.

Learn more

Related categories

Documents

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Related categories

Similar apps

Related Zap Templates

Create or update module entries in Zoho CRM when new documents are parsed in Parsio

Related Zap Templates

Create or update module entries in Zoho CRM when new documents are parsed in Parsio

Parsio + Zoho CRM

Convert Zoho CRM leads from new Parsio parsed documents

Supported triggers and actions

Attachment Received

Document Parsed (Flat Tables)

Extract Data From a Document

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Document Parsed

Table Parsed

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

About Parsio

Related categories

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates