Create integrations between SimplyConvert and Zoho CRM to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Subscription NameRequired
- EventRequired
- HTTP Username
- HTTP Password
- Tags
Try It- First Name
- Last Name
- Email
- Secondary Email
- Phone
- Secondary Phone
- Street
- Street 2
- City
- State
- Zip Code
- Social Security Number
- Relation to Injured
- First Name of Injured
- Last Name of Injured
- Email of Injured
- Phone of Injured
- Birthday of Injured
- Date of Death
- State of Injury
- SSN of Injured
- Details
- Status ID
- Portal Status
- Litigation ID
- Evaluate Case
- Archived
- Information
- Conditions
- Products
- SOL Trigger Date
- Procedure Date
- Procedure Followup Date
- Procedure Date 2
- Tags
- Meta
- External Data
- Lead Source
- Company UUID
- Insert as Referral
- Referred from Company UUID
- Referred to Company UUID
- Search Value
- Search Field
- Search Range
- Litigation IDs
- Litigation Range
- Status IDs
- Status Range
- 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 It
- Case UUIDRequired
- FileRequired
- FilenameRequired
- Document Type
- Document Status
- Page Range
- Case UUIDRequired
- Case UUIDRequired
- 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 It