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Integrate Citima with Zoho CRM to automate your work

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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

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Select a trigger from Citima

A trigger is an event that starts your Zap and runs the workflow. For example, with Citima, a trigger could be "Folder Completed."

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 Citima to Zoho CRM

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

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Choose a Trigger

Start here

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.

Folder Completed
Triggers when there is a folder 100% completed by a prospect.
Trigger
Scheduled
Try It
New Buyer Seller
Triggers when there is a new buyer and seller lead.
Trigger
Scheduled
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New Transaction Lead
Triggers when there is a new transaction lead.
Trigger
Scheduled
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Transaction Project Updated
Triggers when there is a transaction project updated.
Trigger
Scheduled
Try It
New Property Created
Triggers when there is a new property created (manually or programmatically).
Trigger
Scheduled
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Property Updated
Triggers when there is an update for a property (manually or programmatically).
Trigger
Scheduled
Try It
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
- Property Reference
  Required
Action
Write

- Property id
  Required
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
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
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

New Rent Lead Eligible
Triggers when there is a new rent lead eligible.
Trigger
Scheduled
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New Inquiry
Triggers when there is a new inquiry for the agency.
Trigger
Scheduled
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New Rent Lead
Triggers when there is a new rent lead contact.
Trigger
Scheduled
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Rent Project Updated
Triggers when there is a rent project updated.
Trigger
Scheduled
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Property Status Updated
Triggers when there is an update of the status of a property (available or not).
Trigger
Scheduled
Try It
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
- Property Reference
  Required
Action
Write
- Property id
  Required
Action
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
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

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About Citima

Citima is a new, indispensable customer relation manager (crm) for real estate advisors.

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