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How Zapier works
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Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Saasu.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Saasu and Zoho CRM, automating your workflow.
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.
Try ItTriggerPolling - First NameRequired
- Last NameRequired
- CompanyId
- Email
- Position Title
- Website Url
- Primary Phone
- Home Phone
- Other Phone
- Mobile Phone
- Fax
- Partner?
- Customer?
- Supplier?
- Contractor?
- LinkedIn Profile
- Twitter
- Skype
- Custom Field 1
- Custom Field 2
- Street Address
- City
- State
- Postcode
- Country
ActionWrite- Invoice TypeRequired
- Transaction TypeRequired
- Billing Contact
- Transaction DateRequired
- Invoice Number
- Purchase Order Number
- Summary
- Due Date
- Currency
- Foreign exchange rate
- Auto Populate Fx Rate
- Is Tax Included?
- Description
- AccountRequired
- Tax Code
- Amount
- Tags
- Internal Notes
- External Notes
- Requires Follow Up
- Send To Contact
- Quick Payment - Date Paid
- Quick Payment - Date Cleared
- Quick Payment - Bank Account
- Quick Payment - Amount
- Quick Payment - Reference
- Quick Payment - Summary
ActionWrite- Email
- First NameRequired
- Last NameRequired
- CompanyId
- Email
- Position Title
- Website Url
- Primary Phone
- Home Phone
- Other Phone
- Mobile Phone
- Fax
- Partner?
- Customer?
- Supplier?
- Contractor?
- LinkedIn Profile
- Twitter
- Skype
- Custom Field 1
- Custom Field 2
- Street Address
- City
- State
- Postcode
- Country
ActionSearch or write
- New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - Invoice TypeRequired
- Transaction TypeRequired
- Billing Contact
- Transaction DateRequired
- Invoice Number
- Purchase Order Number
- Summary
- Due Date
- Currency
- Foreign exchange rate
- Auto Populate Fx Rate
- Is Tax Included?
- Quantity
- Inventory ItemRequired
- Description
- Tax Code
- Unit Price
- Percentage Discount
- Tags
- Internal Notes
- External Notes
- Requires Follow Up
- Send To Contact
- Quick Payment - Date Paid
- Quick Payment - Date Cleared
- Quick Payment - Bank Account
- Quick Payment - Amount
- Quick Payment - Reference
- Quick Payment - Summary
ActionWrite- Email
- First NameRequired
- Last NameRequired
ActionSearch- 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
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