Uscreen + Zoho CRM

Manage new or updated Zoho CRM contacts by assigning user access in Uscreen

Easily manage user access in your Uscreen app when you have new or updated contacts in Zoho CRM. With this workflow, every time a contact is added or updated in Zoho CRM, it will automatically assign user access in the Uscreen app. Save time and ensure your contacts have the appropriate access by streamlining this process through automation.

When this happens...
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.
TriggerScheduled
automatically do this!
Assign User Access
Assigns a bundle or subscription to a customer. Creates a new customer if one doesn't exist.
ActionWrite

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Supported triggers and actions

What does this mean?

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
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
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
Paid Order
Triggers when a payment is processed for subscriptions, bundles, or content.
Trigger
Instant
Try It
New User
Triggers when a new user is added to your storefront.
Trigger
Instant
Try It
Began to Play Video
Triggers when a user plays a video for the first time.
Trigger
Instant
Try It
- EmailRequired
- Password
- Full Name
- Subscription/BundleRequired
- Stripe Charge ID
- Payment Due Date
- Charge subscriptions outside of uscreen
Action
Write

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
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
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
Canceled Subscription
Triggers when a subscription is canceled for a user.
Trigger
Instant
Try It
User Updated
Triggers when a user is updated.
Trigger
Instant
Try It
- EmailRequired
- PasswordRequired
- Full NameRequired
Action
Write

About Uscreen

Uscreen is a fully hosted video platform enabling you to sell and distribute your videos online.

Related categories

Video & Audio

About Zoho CRM

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

Help

Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

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By team

Uscreen + Zoho CRM

Manage new or updated Zoho CRM contacts by assigning user access in Uscreen

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Paid Order

New User

Began to Play Video

Assign User Access

EmailRequired

Password

Full Name

Subscription/BundleRequired

Stripe Charge ID

Payment Due Date

Charge subscriptions outside of uscreen

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

E-mailRequired