Eworks Manager + Zoho CRM

Eworks Manager + Zoho CRM integrations

Create quotes in Eworks Manager for new or updated contacts in Zoho CRM

Keep your sales process streamlined by connecting Zoho CRM and Eworks Manager. With this automation, whenever you add or update a contact in Zoho CRM, a quote will be created in Eworks Manager. This ensures you never miss a sales opportunity while maintaining an organized and efficient workflow.

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!
Create QuoteCreates a Quote.
ActionWrite

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More things you can do with Zoho CRM and Eworks Manager

Discover other triggers and actions you can use with Zoho CRM and Eworks Manager

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
Appointment Action Required
Triggers when an appointment status is action required.
Trigger
Instant
Try It
Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
Try It
Appointment on Hold
Triggers when an appointment status is changed to on hold.
Trigger
Instant
Try It
Appointment on Site
Triggers when an appointment status is changed to on site.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
Try It
Expense Paid
Triggers when an expense is paid.
Trigger
Instant
Try It
Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
Try It
Job Action Required
Triggers when a job status is changed to Action Required.
Trigger
Instant
Try It
Job Cancelled
Triggers when a job is Cancelled.
Trigger
Instant
Try It
Job in Progress
Triggers when a job status is changed to In Progress.
Trigger
Instant
Try It
Job Status Changed
Triggers when a job status is changed.
Trigger
Instant
Try It
Lead Authorised
Triggers when a lead is authorised.
Trigger
Instant
Try It
Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
Try It
New Supplier
Triggers when a new supplier is created.
Trigger
Instant
Try It
Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Trigger
Instant
Try It
Purchase Order Updated
Triggers when a purchase order is updated.
Trigger
Instant
Try It
Quote Rejected
Triggers when a quote is rejected.
Trigger
Instant
Try It
Supplier Updated
Triggers when a supplier is updated.
Trigger
Instant
Try It
- Expense Name
  Required
- Net Amount
  Required
- VAT Amount
  Required
- Expense Date
  Required
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Item Code
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Write
- Full Name
  Required
- Company Name
  Required
- Email Address
  Required
- Telephone
  Required
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer Name
  Required
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
Action
Search
- Supplier Name
  Required
Action
Search
- Job Ref
  Required
Action
Search
- Quote Ref
  Required
Action
Search
- Item Code
  Required
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
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
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
Appointment Accepted
Triggers when an appointment is accepted.
Trigger
Instant
Try It
Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
Try It
Appointment Declined
Triggers when an appointment is declined.
Trigger
Instant
Try It
Appointment on Route
Triggers when an appointment status changed to on route.
Trigger
Instant
Try It
Appointment Status Changed
Triggers when appointment status is changed.
Trigger
Instant
Try It
Expense Authorised
Triggers when an expense is authorised.
Trigger
Instant
Try It
Expense Updated
Triggers when an expense is updated.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Item Updated
Triggers when an item is updated.
Trigger
Instant
Try It
Job Authorised
Triggers when a job is Authorised.
Trigger
Instant
Try It
Job Completed
Triggers when a job is completed.
Trigger
Instant
Try It
Job on Hold
Triggers when a job status is changed to On Hold.
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated.
Trigger
Instant
Try It
Lead Rejected
Triggers when a lead is rejected.
Trigger
Instant
Try It
New Appointment
Triggers when a new job appointment is created.
Trigger
Instant
Try It
New Expense
Triggers when a new expense is created.
Trigger
Instant
Try It
New Item
Triggers when a new Item is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
Purchase Order Approved
Triggers when a purchase order is approved.
Trigger
Instant
Try It
Purchase Order Paid
Triggers when a purchase order is paid.
Trigger
Instant
Try It
Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
Try It
Quote Updated
Triggers when a quote is updated.
Trigger
Instant
Try It
- Customer Type
  Required
- Customer Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer Name
  Required
- Invoice Date
  Required
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item Code
  Required
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- Customer
  Required
- Job Type
- Start Date
  Required
- Complete By
  Required
- Short Description
  Required
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier Name
  Required
- Customer Name
- Purchase Date
  Required
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Write
- Item Code
  Required
Action
Search
- Invoice Ref
  Required
Action
Search
- Purchase Order Ref
  Required
Action
Search
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
- Customer Type
  Required
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Search or write

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

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Related categories

Project Management

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)

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Related Zap Templates

"create or update module entries in Zoho CRM when new quotes are accepted in Eworks Manager"

Create customers in Eworks Manager from new module entries in Zoho CRM