Add Zoho CRM contacts as participants to matters in Actionstep when updated or created
Keep your Actionstep participant lists up-to-date with your Zoho CRM contacts using this automation. Once set up, whenever there is a new or updated contact in Zoho CRM, the contact will be added as a participant to the designated matter in Actionstep. This workflow ensures you maintain accurate records across platforms, streamlining your client management process.
Keep your Actionstep participant lists up-to-date with your Zoho CRM contacts using this automation. Once set up, whenever there is a new or updated contact in Zoho CRM, the contact will be added as a participant to the designated matter in Actionstep. This workflow ensures you maintain accurate records across platforms, streamlining your client management process.
- 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.
- automatically do this!Add Participant to Matter
Adds a participant to an action/matter.
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It