Mobile Tech RX + Zoho CRM

Mobile Tech RX + Zoho CRM integrations

Create new entry in Zoho CRM for each new client created in Mobile Tech RX

Streamline your client-management process with this convenient workflow. When a new client is added in Mobile Tech RX, it creates an equivalent module entry in Zoho CRM. It saves time by eliminating the need to do the same task across both platforms and keeps your client information consistent and up-to-date. Benefit from improved efficiency and a more organized client management system.

When this happens...
Client CreatedTriggers when a client is first created.
TriggerInstant
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with Mobile Tech RX and Zoho CRM

Discover other triggers and actions you can use with Mobile Tech RX and Zoho CRM

Client Created
Triggers when a client is first created.
Trigger
Instant
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Client Created/Updated
Triggers when major changes occur to a client, including creation.
Trigger
Instant
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Estimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
Trigger
Instant
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Estimate Re-Opened
Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Trigger
Instant
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All Estimate Events
Triggers when anything changes on an estimate, including creation.
Trigger
Instant
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Vehicle Approved on Estimate
Triggers when a vehicle is approved on an estimate.
Trigger
Instant
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Vehicle Removed From Estimate
Triggers when a vehicle is removed from an estimate.
Trigger
Instant
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Invoice Created
Triggers when an invoice is generated from a workorder or manually. Triggers only once per document number.
Trigger
Instant
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Invoice Re-Opened
Triggers when an invoice is re-opened. This would only happen if the invoice was closed.
Trigger
Instant
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Invoice Total Changed
Triggers when an invoice total changed.
Trigger
Instant
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Vehicle Added to Invoice
Triggers when an invoice has a vehicle added.
Trigger
Instant
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Workorder Assigned
Triggers when a technician or work assignment is changed on the workorder.
Trigger
Instant
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Workorder Created
Triggers when a workorder is generated off an estimate or created manually. Triggers only once per document number.
Trigger
Instant
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Workorder Total Changed
Triggers when an workorder total changed.
Trigger
Instant
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- Search by ID
- Search by Email
- Search by Phone
- Client Information
- Client Name
- First Name
- Last Name
- Email
- Phone
- Category
- Tax Rate
- Street Address
- City
- State
- ZIP Code
- Country
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
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
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- Module
  Required
Trigger
Instant
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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

Client Deleted
Triggers when a client is deleted.
Trigger
Instant
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Estimate Closed
Triggers when an estimate is closed.
Trigger
Instant
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Estimate Deleted
Triggers when an estimate is deleted.
Trigger
Instant
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Estimate Total Changed
Triggers when an estimate total changed.
Trigger
Instant
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Vehicle Added to Estimate
Triggers when a vehicle is added to an estimate.
Trigger
Instant
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Vehicle Rejected on Estimate
Triggers when a vehicle is rejected on an estimate.
Trigger
Instant
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Invoice Closed
Triggers when an invoice is closed.
Trigger
Instant
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Invoice Deleted
Triggers when an invoice is deleted.
Trigger
Instant
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Invoice Paid
Triggers when an invoice payment status changes.
Trigger
Instant
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All Invoice Events
Triggers when anything changes on an invoice, including creation.
Trigger
Instant
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Vehicle Removed From Invoice
Triggers when an invoice has a vehicle removed.
Trigger
Instant
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Workorder Closed
Triggers when a workorder is closed.
Trigger
Instant
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Workorder Deleted
Triggers when a workorder is deleted.
Trigger
Instant
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All Workorder Events
Triggers when anything changes on a workorder, including creation.
Trigger
Instant
Try It
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- Search By
  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

About Mobile Tech RX

Mobile Tech RX is an estimating and invoicing business management software for Auto Reconditioning businesses.

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Related categories

Sales & CRM

About Zoho CRM

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

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CRM (Customer Relationship Management)

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Create Zoho CRM module entries for new or updated clients in Mobile Tech RX

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Create Zoho CRM module entries for new or updated clients in Mobile Tech RX