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OneClick Code + Zoho CRM

Create reports in OneClick Code for every new or updated module entry in Zoho CRM

Improve your CRM management with this seamless workflow. Every time a module entry in Zoho CRM is created or updated, a corresponding code report is instantly generated in the OneClick Code app. This automation saves time, eliminates manual data input, and ensures you always have the most up-to-date reports at your disposal. Enhance your workflow efficiency with this Zoho CRM to OneClick Code connection.

Improve your CRM management with this seamless workflow. Every time a module entry in Zoho CRM is created or updated, a corresponding code report is instantly generated in the OneClick Code app. This automation saves time, eliminates manual data input, and ensures you always have the most up-to-date reports at your disposal. Enhance your workflow efficiency with this Zoho CRM to OneClick Code connection.

  1. When this happens...
    Zoho CRMZoho CRM
    New/Updated Module Entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    TriggerInstant
  2. automatically do this!
    OneClick CodeOneClick Code
    Create Code Report

    Creates a new code report.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and 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
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and 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
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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oneclick-code logo

About OneClick Code

OneClick Code is a tool used to quickly identify building and roofing codes relevant to home repairs for contractors, insurers, and others.

Related categories

  • Documents
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zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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