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Zoho CRM
Zoho CRM
1. Choose trigger event
Quipu
Quipu
2. Choose action
1. Select the event
Setup
Test
Zoho CRM
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Zoho CRM.
Add your action
An action happens after the trigger—such as "Create Contact" in Quipu.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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.
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.
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.
Create a new record or update an existing record in your app.
Module
Required
Layout
Required
Trigger
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Module
Required
Entry ID
Required
Related Module
Required
Related Entry ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Module
Required
Field name
Required
Value
Required
Optional_copy
Field name 2
Value 2
Action
This is an event a Zap performs.
Search
Find existing data in your app
Tax id - Identificador de cliente (NIF)
Required
Name and surname - Nombre y apellidos
Required
Zip code - Código Postal
Required
Country Code - Código de País
Required
Phone - Teléfono
Email - Correo electrónico
Address - Dirección
Town - Ciudad
Bank Account number - IBAN
SWIFT/BIC
Document Type - Tipo de Documento
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Number series - Serie de numeración
Number - Número
Created date - Fecha de emisión
Recipient name - Nombre del Receptor
Required
Concept - Concepto
Required
Unitary Amount - Precio unitario
Required
Quantity - Cantidad
Required
Taxes - Impuestos
Required
Creates an Invoice/Ticket - Documento a crear es Factura/Ticket
Required
Tax field format - Formato campo impuestos
Required
Prices include taxes - Todos los precios incluyen impuestos
Required
Discount amount - Descuento total
Discount vat percent - Porcentaje IVA en descuentos
Required
Discount concept - Concepto del descuento
Shipping amount - Gastos de envío
Shipping vat percent - Porcentaje IVA en gastos de envío
Required
Shipping concept - Concepto gastos de envío
Paid at - Fecha de pago
Payment method - Método de pago
Accounting category - Categoría contable
Accounting subcategory - Subcategoría contable
Tags - Etiquetas
Notes - Notas
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Amending number series - Serie de numeración rectificativa
Original Invoice ID - ID de factura original
Required
Due Date Interval - Intervalo de vencimiento
Name and surname - Nombre y apellidos
Required
Document Type - Tipo de Documento
Tax id - Identificador de cliente (NIF)
Required
Email - Correo electrónico
Phone - Teléfono
Address - Dirección
Zip code - Código Postal
Required
Town - Ciudad
Country Code - Código de País
Required
Bank Account number - IBAN
SWIFT/BIC
Concept - Concepto
Required
Unitary Amount - Precio unitario
Required
Quantity - Cantidad
Required
Taxes - Impuestos
Required
Tax field format - Formato campo impuestos
Required
Prices include taxes - Todos los precios incluyen impuestos
Required
Discount amount - Descuento total
Discount vat percent - Porcentaje IVA en descuentos
Required
Discount concept - Concepto del descuento
Shipping amount - Gastos de envío
Shipping vat percent - Porcentaje IVA en gastos de envío
Required
Shipping concept - Concepto gastos de envío
Paid at - Fecha de pago
Payment method - Método de pago
Accounting category - Categoría contable
Required
Accounting subcategory - Subcategoría contable
Tags - Etiquetas
Notes - Notas
Exempt Reason - Motivo de Exención
Collection Type - Tipo de Recaudación
Canary Island Special Zone - Zona Especial de Canarias (ZEC)
Credit Note Reason - Motivo de Rectificación
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Amending number series - Serie de numeración rectificativa
Original Invoice ID - ID de factura original
Required
Recipient name - Nombre del Receptor
Name and surname - Nombre y apellidos
Document Type - Tipo de Documento
Tax id - Identificador de cliente (NIF)
Email - Correo electrónico
Phone - Teléfono
Address - Dirección
Zip code - Código Postal
Town - Ciudad
Country Code - Código de País
Bank Account number - IBAN
SWIFT/BIC
Concept - Concepto
Required
Unitary Amount - Precio unitario
Required
Quantity - Cantidad
Required
Taxes - Impuestos
Required
Tax field format - Formato campo impuestos
Required
Prices include taxes - Todos los precios incluyen impuestos
Required
Discount amount - Descuento total
Discount vat percent - Porcentaje IVA en descuentos
Required
Discount concept - Concepto del descuento
Shipping amount - Gastos de envío
Shipping vat percent - Porcentaje IVA en gastos de envío
Required
Shipping concept - Concepto gastos de envío
Paid at - Fecha de pago
Payment method - Método de pago
Accounting category - Categoría contable
Required
Accounting subcategory - Subcategoría contable
Tags - Etiquetas
Notes - Notas
Exempt Reason - Motivo de Exención
Collection Type - Tipo de Recaudación
Canary Island Special Zone - Zona Especial de Canarias (ZEC)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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Example actions on this page
Add Attachment
Create Contact
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