Vista Suite + Zoho CRM

Create or update Zoho CRM leads for new VistaSuite companies

When a new company is added inside VistaSuite, this Zapier template will create a lead or update an existing one in Zoho CRM.

When this happens...
New Company
Triggers when a new company is added.
TriggerScheduled
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

What does this mean?

New Company
Triggers when a new company is added.
Trigger
Scheduled
Try It
- Type of TransactionRequired
Trigger
Scheduled
Try It
- Transaction IdRequired
- Pin Type Id
- Note TextRequired
Action
Write
- Company IdRequired
Action
Search
- Order NumberRequired
- Transaction TypeRequired
Action
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

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

New Part
Triggers when a new part is added.
Trigger
Scheduled
Try It
- Order IdRequired
- Status CodeRequired
Action
Write
- transaciton idRequired
Action
Write
- Transaction TypeRequired
Action
Search
- term
- created_company_idRequired
- original_company_id
- misc_charge
- part_priceRequired
- part_qtyRequired
- freight_chargeRequired
- part_numberRequired
- Term Id(default)Required
- Term Id(NET 30)
- Term Id(NET 60)
- Term Id(NET 15)
- Term Id(PrePaid)
Action
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
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

About Vista Suite

Vista Suite is a Business Management Cloud ERP Software

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Zoho CRM

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

Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Vista Suite + Zoho CRM

Create or update Zoho CRM leads for new VistaSuite companies

New Company

New Transaction Document

Create Internal Note

Transaction IdRequired

Pin Type Id

Note TextRequired

Find Company by Id

Company IdRequired

Find Transaction by Transaction Number

Order NumberRequired

Transaction TypeRequired

New Contact

New Module Entry

ModuleRequired

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?

New Part

Change Status Code

Order IdRequired

Status CodeRequired

Find Transaction by Id

transaciton idRequired

Find Status Code

Transaction TypeRequired

Result Cleaning

term

created_company_idRequired

original_company_id

misc_charge

part_priceRequired

part_qtyRequired

freight_chargeRequired

part_numberRequired

Term Id(default)Required

Term Id(NET 30)

Term Id(NET 60)

Term Id(NET 15)

Term Id(PrePaid)

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired