Create matters in Actionstep for new or updated contacts in Zoho CRM
Effortlessly manage your contacts and legal matters with this seamless workflow between Zoho CRM and Actionstep. Whenever a new or updated contact appears in Zoho CRM, this automation will create a corresponding matter in Actionstep, helping you stay organized and up-to-date without any manual work. Save time and ensure accurate client information across both platforms with this efficient solution.
Effortlessly manage your contacts and legal matters with this seamless workflow between Zoho CRM and Actionstep. Whenever a new or updated contact appears in Zoho CRM, this automation will create a corresponding matter in Actionstep, helping you stay organized and up-to-date without any manual work. Save time and ensure accurate client information across both platforms with this efficient solution.
- 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!Create Matter
Creates a new 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