Knowify + Zoho CRM

Knowify + Zoho CRM integrations

Create Knowify clients from new Zoho CRM contacts

Effortlessly add new contacts from Zoho CRM to Knowify as clients with this convenient automation. When a new contact is created in Zoho CRM, the workflow will transfer the contact information to Knowify and create a new client entry. This saves you time and ensures consistent and accurate client data between both platforms.

When this happens...
New ContactTriggers 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.
TriggerPolling
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Zoho CRM and Knowify

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

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
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- 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
New Allocation
Triggers when a new allocation has been added.
Trigger
Polling
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New Bill Payment
Triggers when a new bill payment is added.
Trigger
Polling
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Change Order Made Active
Triggers when a change order has been made active.
Trigger
Polling
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Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
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Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Polling
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New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Polling
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Item Marked Received
Triggers when an item is marked received, returning the request with the specified item marked as received
Trigger
Polling
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Phase Scheduled
Triggers when a phase has been scheduled
Trigger
Polling
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New Product
Triggers when a new trigger has been added.
Trigger
Polling
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Job Closed
Triggers when a contract job has been closed
Trigger
Polling
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Job Reopened
Triggers when a contract job has been reopened
Trigger
Polling
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Updated Purchase
Triggers when a purchase has been updated.
Trigger
Polling
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New Task
Triggers when a new task has been added.
Trigger
Polling
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New Service Job
Triggers when a new service job has been added.
Trigger
Polling
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Time Entry Approved
Triggers when a time entry has been approved
Trigger
Polling
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- Job Name
  Required
- Client Name
  Required
- Address
  Required
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
Action
Write
- Client Name
  Required
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- State/Province
- Zip Code
- Country Name
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
Action
Write
- Job Name
  Required
- Job Costing Style
- Contract Type
  Required
- Client Name
  Required
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
- Sync to QB
Action
Write
- Service Asset Name
  Required
- Client Name
  Required
- Service Asset Notes
- Manufacturer
- Model
- Serial Number
- Location on Site
- Address
  Required
- Address 2
- City
  Required
- State/Province (2-letter abbreviation)
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Installation Date (MM-DD-YYYY)
- Last Serviced Date (MM-DD-YYYY)
Action
Write
- Job Name
  Required
- Client Name
  Required
- Service Notes
- Address
  Required
- Address 2
- City
  Required
- State/Province (2-letter abbreviation)
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Is Time & Materials?
  Required
- Resource
- Date (MM-DD-YYYY)
- Time Zone
- Start Time
- End Time
Action
Write
- Id
  Required
- Name
  Required
- Business State
  Required
- Start Date
- Finish Date
- Work Order
Action
Write
- Task
  Required
- Description
  Required
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
Action
Write
- Client Id
  Required
Action
Search
- Name
  Required
Action
Search
- Project Id
  Required
Action
Search
- Description
  Required
Action
Search
- User Id
  Required
Action
Search

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
New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Polling
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New Bill
Triggers when a new bill has been added.
Trigger
Polling
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Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Polling
Try It
New Client
Triggers when a new client has been added.
Trigger
Polling
Try It
Contract Job Marked as Rejected
Triggers when a contract job has been marked as rejected.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
Try It
Updated Invoice
Triggers when an invoice has been updated.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is added.
Trigger
Polling
Try It
Phase Status Changed
Triggers when a phase status is changed
Trigger
Polling
Try It
New Contract Job
Triggers when a new contract job has been added.
Trigger
Polling
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Job Custom Workflow Stage Updated
Triggers when a contract job's custom workflow stage has been updated.
Trigger
Polling
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New Purchase
Triggers when a new purchase has been added.
Trigger
Polling
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Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
Try It
Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
Try It
Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
Try It
- Vendor ID
  Required
- Due Date
  Required
- Invoice Date
- Invoice Number
- Payment Terms
- Sync to QB
- Comments
- Description
  Required
- Unit Price
  Required
- Quantity
  Required
- Project ID
  Required
- Milestone ID
  Required
- Catalog Item ID
- Vendor ID
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- FileName
  Required
- Url
  Required
- Project Id
  Required
Action
Write
- Description
  Required
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
Action
Write
- Vendor Name
  Required
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- State/Province
- Is this vendor a subcontractor?
- Other Details
- Zip Code
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- Client Name
  Required
Action
Search
- Phase Name
  Required
- Project Name
Action
Search
- Job Name
  Required
Action
Search
- Description
  Required
Action
Search
- Name
  Required
Action
Search
- Vendor Id
  Required
Action
Search

About Knowify

Knowify is a job costing and project management platform for contractors.

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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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Zoho

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