Any.do Personal + Zoho CRM

Create Zoho CRM module entries from new Any.do Personal tasks

Seamlessly integrate task management with your CRM system by connecting Any.do Personal to Zoho CRM. With this workflow, every time a new task is added in Any.do Personal, a corresponding module entry is created in Zoho CRM, ensuring all important tasks are visible and tracked in one place. Boost your productivity by automating task entries and keeping your team up-to-date.

When this happens...
New Task
Triggers when a new task is created.
TriggerScheduled
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

What does this mean?

- List
Trigger
Scheduled
Try It
- List NameRequired
Action
Write
- TaskRequired
- Title
- Status
Action
Write
- TitleRequired
- ListRequired
- Due Date
- Set Reminder?
- Note
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
- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

- ListRequired
Trigger
Scheduled
Try It
- ListRequired
- TitleRequired
- Due Date
- Set Reminder?
- Note
Action
Write
- Task titleRequired
Action
Search
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
- 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
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

About Any.do Personal

Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.

Learn more

Related categories

Task Management

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

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Zapier Interfaces

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Any.do Personal + Zoho CRM

Create Zoho CRM module entries from new Any.do Personal tasks

New Task

List

Create List

Update Task

TaskRequired

Title

Status

Find or Create Task

TitleRequired

ListRequired

Due Date

Set Reminder?

Note

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

E-mailRequired

LayoutRequired

Trigger Workflow?

Create Module Entry

ModuleRequired

Field nameRequired

ValueRequired

LayoutRequired

Trigger

Task Completed

ListRequired

Create Task

ListRequired

TitleRequired

Due Date

Set Reminder?

Note

Find Task

Task titleRequired

New Contact

New Module Entry

ModuleRequired

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID