magicplan + Zoho CRM
magicplan + Zoho CRM
Add Zoho CRM attachments with new files in magicplan
Looking for an easy way to manage your important files? This integration is it, automatically uploading your new magicplan file as an attachment to a module entry in your ZOHO CRM account. By adding a filter step you can even limit the attachments to certain file categories.
- When this happens...File GeneratedTriggers for every file that has been generated.
- automatically do this!Add AttachmentAdd attachment to the selected Module entry
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More things you can do with magicplan and Zoho CRM
Discover other triggers and actions you can use with magicplan and Zoho CRM
- Project Exported
Triggers only once when files have been generated and includes a list of the files.
Try ItTriggerInstant - Project NameRequired
- User Email AddressRequired
- Project TypeRequired
- Project Listing Reference
- Street
- Street Number
- Postal Code
- City
- Province
- Country
- Name
- Email
- Phone
- Street
- City
- Province
- Country
- Postal Code
- Reference
- Notes
ActionWrite- 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
- File Generated
Triggers for every file that has been generated.
Try ItTriggerInstant - Project IDRequired
- File Category
ActionSearch- 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.
Try ItTriggerPolling - 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.
Try ItTriggerPolling
