WHS Monitor + Zoho CRM + Formatter by Zapier

Adjust product quantities in WHS Monitor from new or updated module entries in Zoho CRM

Do you want to keep the product quantity from your point of sales system to WHS Monitor up-to-date? This integration will help you do that by keeping the quantity in your product register and your POS system (Zoho CRM) up-to-date by calculating the difference through a Zapier built-in function and adjusting the quantity of the product in your WHS Monitor product register automatically.

When this happens...
New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
TriggerInstant
automatically do this...
Find a Chemical Product by Product ID
Find a chemical product by product ID
ActionSearch
then do this...
Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
ActionWrite
then do this!
Adjust Product Quantity
Adjust quantity for a product
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
- Product IDRequired
- Amount to addRequired
- Comments
Action
Write
- Location NameRequired
- AddressRequired
- City/Town/SuburbRequired
- StateRequired
- Post CodeRequired
- CountryRequired
Action
Write
- Create New User Account
- Worker ID
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Roles
- Other Known Name
- Gender
- Unique Student Identifier
- Date of Birth
- Mobile Number
- Home Phone Number
- Work Mobile Number
- Approval Responsibility - Allow Check
- Approval Responsibility - Allow Review
- Approval Responsibility - Allow Authorise
- Approval Responsibility - Allow Approve
- Approval Responsibility - Allow Reject
- Approval Responsibility - Allow Trainer / Assessor
- Reports To
- Home Address
- Home Town
- Home State
- Home Postcode
- Personal Email Address
- Date Employed
- Work Phone
- Work Phone Extension
- Emergency Contact First Name
- Emergency Contact Last Name
- Emergency Contact Relationship
- Emergency Contact Address
- Emergency Contact Phone
- Emergency Contact Email
Action
Write
- User IDRequired
Action
Write
- Location IDRequired
- Location Name
- Address
- City/Town/Suburb
- State
- Post Code
- Country
Action
Write
- Storage ID
- Internal Product Code
- Product Name
- SKU
- Page Number
- Page Size
Action
Search
- Storage ID
Action
Search
- Worker ReferenceRequired
Action
Search
- Worker ReferenceRequired
- Create New User Account
- Worker ID
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Roles
- Other Known Name
- Gender
- Unique Student Identifier
- Date of Birth
- Mobile Number
- Home Phone Number
- Work Mobile Number
- Approval Responsibility - Allow Check
- Approval Responsibility - Allow Review
- Approval Responsibility - Allow Authorise
- Approval Responsibility - Allow Approve
- Approval Responsibility - Allow Reject
- Approval Responsibility - Allow Trainer / Assessor
- Reports To
- Home Address
- Home Town
- Home State
- Home Postcode
- Personal Email Address
- Date Employed
- Work Phone
- Work Phone Extension
- Emergency Contact First Name
- Emergency Contact Last Name
- Emergency Contact Relationship
- Emergency Contact Address
- Emergency Contact Phone
- Emergency Contact Email
Action
Search or write
- TransformRequired
Action
Write
- TransformRequired
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
- Checklist TypeRequired
- Record IDRequired
- TitleRequired
- Description
- Location ID
- Person Responsible ID
Action
Write
- RoleName
Action
Write
- storeUserIdRequired
Action
Write
- User ID
- Reports To User IDRequired
Action
Write
- User IDRequired
- Worker ID
- Email Address
- First Name
- Last Name
- Other Known Name
- Gender
- Date of Birth
- Mobile Number
- Home Phone Number
- Work Mobile Number
- Approval Responsibility - Allow Check
- Approval Responsibility - Allow Review
- Approval Responsibility - Allow Authorise
- Approval Responsibility - Allow Approve
- Approval Responsibility - Allow Reject
- Approval Responsibility - Allow Trainer / Assessor
- Unique Student Identifier
- Reports To
- Home Address
- Home Town
- Home State
- Home Postcode
- Personal Email Address
- Date Employed
- Work Phone
- Work Phone Extension
- Emergency Contact First Name
- Emergency Contact Last Name
- Emergency Contact Relationship
- Emergency Contact Address
- Emergency Contact Phone
- Emergency Contact Email
Action
Write
- Product IDRequired
Action
Search
- Location NameRequired
Action
Search
- Location NameRequired
- Location NameRequired
- AddressRequired
- City/Town/SuburbRequired
- StateRequired
- Post CodeRequired
- CountryRequired
Action
Search or write
- TransformRequired
Action
Write
- TransformRequired
Action
Write

About WHS Monitor

WHS Monitor is a modular, cloud-based Work Health and Safety compliance management software which enables organisations to simply and effectively comply with their Work Health and Safety obligations.

Related categories

Human Resources

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

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

PRODUCTS

CAPABILITIES

By team

WHS Monitor + Zoho CRM + Formatter by Zapier

Adjust product quantities in WHS Monitor from new or updated module entries in Zoho CRM

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?

Adjust Product Quantity

Product IDRequired

Amount to addRequired

Comments

Create Location

Location NameRequired

AddressRequired

City/Town/SuburbRequired

StateRequired

Post CodeRequired

CountryRequired

Create Worker

Create New User Account

Worker ID

First NameRequired

Last NameRequired

Email AddressRequired

Roles

Other Known Name

Gender

Unique Student Identifier

Date of Birth

Mobile Number

Home Phone Number

Work Mobile Number

Approval Responsibility - Allow Check

Approval Responsibility - Allow Review

Approval Responsibility - Allow Authorise

Approval Responsibility - Allow Approve

Approval Responsibility - Allow Reject

Approval Responsibility - Allow Trainer / Assessor

Reports To

Home Address

Home Town

Home State

Home Postcode

Personal Email Address

Date Employed

Work Phone

Work Phone Extension