Daftra + Zoho CRM

Daftra + Zoho CRM integrations

Add new or updated Zoho CRM contacts as clients in Daftra

Keep your Zoho CRM and Daftra app contacts in sync with this efficient workflow. When you add or update a contact in Zoho CRM, this automation also creates or updates the corresponding client in Daftra, streamlining your contact management process and saving you time on manual data entry.

When this happens...
New or Updated ContactTriggers 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.
TriggerPolling
automatically do this!
Add ClientCreates a new client
ActionWrite

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More things you can do with Zoho CRM and Daftra

Discover other triggers and actions you can use with Zoho CRM and Daftra

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
- 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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
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
Refund Receipt Created
Triggers when a new Refund Receipt is created
Trigger
Instant
Try It
Client Deleted
Triggers when a Client is deleted.
Trigger
Instant
Try It
Expense Deleted
Triggers when an Expense is deleted.
Trigger
Instant
Try It
Invoice Payment Deleted
Triggers when an invoice Payment is deleted.
Trigger
Instant
Try It
Purchase Order Deleted
Triggers when Purchase Order Deleted
Trigger
Instant
Try It
Client Updated
Triggers when a Client is updated
Trigger
Instant
Try It
Expense Updated
Triggers when an Expense is updated.
Trigger
Instant
Try It
Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Trigger
Instant
Try It
Purchase Order Updated
Triggers when Purchase Order was updated.
Trigger
Instant
Try It
Estimate Created
Triggers when a new Estimate is created
Trigger
Instant
Try It
Estimate Updated
Triggers when an Estimate is updated
Trigger
Instant
Try It
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
Invoice Payment Created
Triggers when a new Invoice Payment is created.
Trigger
Instant
Try It
Product Created
Triggers when there's a new product.
Trigger
Instant
Try It
Product Updated
Triggers when a Product is updated
Trigger
Instant
Try It
Supplier Deleted
Triggers when supplier is deleted.
Trigger
Instant
Try It
Add Estimate
Creates a new Estimate
Action
Write
Add Invoice Payment
Creates a new Invoice Payment
Action
Write
Add Purchase Order
Creates a new Purchase Order
Action
Write
Add Client
Creates a new client
Action
Write
Add Journal
Creates a new Journal
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
Edit Estimate
Edits an Estimate
Action
Write
Edit Invoice
Edits an Invoice
Action
Write
Edit Journal
Edits a Journal
Action
Write
Edit Purchase Order
Edits a Purchase Order
Action
Write
Edit Supplier
Edits a Supplier
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
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
Credit Note Created
Triggers when a new Credit Note is created.
Trigger
Instant
Try It
Purchase Order Created
Trigger When New Purchase Order is created
Trigger
Instant
Try It
Credit Note Deleted
Triggers when a Credit Note is Deleted.
Trigger
Instant
Try It
Delete Invoice
Triggers when an Invoice is deleted.
Trigger
Instant
Try It
Journal Deleted
Triggers when a Journal is deleted.
Trigger
Instant
Try It
Refund Receipt Deleted
Triggers when a Refund Receipt is deleted.
Trigger
Instant
Try It
Credit Note Updated
Triggers when a Credit Note is Updated.
Trigger
Instant
Try It
Invoice Updated
Triggers when a Invoice is updated.
Trigger
Instant
Try It
Journal Updated
Triggers when a Journal is updated.
Trigger
Instant
Try It
Refund Receipt Updated
Triggers when a Refund Receipt was updated
Trigger
Instant
Try It
Estimate Deleted
Triggers when an Estimate is deleted
Trigger
Instant
Try It
Invoice Created
Triggers when there's a new Invoice.
Trigger
Instant
Try It
New Expense Created
Triggers when a new Expense is created.
Trigger
Instant
Try It
Journal Created
Triggers when a new Journal is created.
Trigger
Instant
Try It
Product Deleted
Triggers when a Product is deleted
Trigger
Instant
Try It
Supplier Created
Triggers when a new supplier is created.
Trigger
Instant
Try It
Supplier Updated
Triggers when Supplier is updated.
Trigger
Instant
Try It
Add Invoice
Creates a new Invoice
Action
Write
Add Product
Creates a new Product
Action
Write
Add Refund Receipt
Creates a new Refund Receipt
Action
Write
Add Expense
Creates a new Expense
Action
Write
Add Supplier
Creates a new supplier
Action
Write
- Estimate ID
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- ID
  Required
Action
Write
- Refund Receipt ID
  Required
Action
Write
Edit Client
Edits a Client
Action
Write
Edit Expense
Edits an Expense
Action
Write
Edit Invoice Payment
Edits an Invoice Payment
Action
Write
Edit Product
Edits a Product
Action
Write
Edit Refund Receipt
Edits a Refund Receipt
Action
Write

About Daftra

Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their teams. Send invoices, track expenses, manage your accounting, and collaborate on projects.

HelpHelp

Related categories

Accounting

About Zoho CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

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