ISN + Zoho CRM
Create Zoho CRM module entries for new paid orders in ISN
Streamline your CRM updates with this efficient workflow that activates when an order is marked as paid in the ISN app. Once configured, every time a payment is confirmed in ISN, a new module entry is created in Zoho CRM, ensuring accurate record-keeping. Focus more on growing your business and less on manual data entry with this time-saving automation.
Streamline your CRM updates with this efficient workflow that activates when an order is marked as paid in the ISN app. Once configured, every time a payment is confirmed in ISN, a new module entry is created in Zoho CRM, ensuring accurate record-keeping. Focus more on growing your business and less on manual data entry with this time-saving automation.
- When this happens...Order Paid
Triggers when a payment has been received.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Order Paid
Triggers when a payment has been received.
Try ItOrder Signed
Triggers when an agreement has been signed.
Try ItNew 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 It
Order Scheduled
Triggers when an order has been scheduled.
Try ItNew 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 It
