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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Zoho CRM.

Add your action

An action happens after the trigger—such as "Create Appointment" in Aero Workflow.

You’re connected!

Zapier seamlessly connects Zoho CRM and Aero Workflow, 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. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Subject
  Required
- Scheduled Start Date
  Required
- Assigned To
  Required
- Scheduled Duration
  Required
- Aero Type
  Required
- Priority
  Required
- Status
  Required
- Due Date
- Project
- Hat
- Company
- Contact
- Description
- Billable
- Fixed Fee
Action
Write
- First Name
  Required
- Last Name
  Required
- Default Email Address
- Office Phone
- Home Phone
- Mobile Phone
- Facebook Url
- LinkedIn Url
- Title
- Twitter Handle
- Notes
Action
Write
- Subject
  Required
- Aero Type
  Required
- Scheduled Start Date
  Required
- Assigned To
  Required
- Company
- Description
Action
Write
- Name
  Required
- Company Id
  Required
- Type
  Required
- Security Level
  Required
- User Name
- Secured Value
- Description
- Link
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
Polling
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
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
Get Company Names
Trigger for Company dynamic dropdown.
Trigger
Polling
Try It
- Name
  Required
- Default Email Address
- Phone
- Website
- Account Number
- Fax
- Hourly Billable Rate
- Monthly Fixed Fee
- Contact's First Name
- Contact's Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address City
- Address State
- Address Postal Code
- Address Country
- Notes
- Is Lead?
Action
Write
- Subject
  Required
- Scheduled Start Date
  Required
- Assigned To
  Required
- Scheduled Total Hours
  Required
- Aero Type
  Required
- Priority
  Required
- Status
  Required
- DueDate
- Project
- Hat
- Company
- Contact
- From Email
- To Email
- CC Email
- BCC Email
- Body
- Comments
- Incoming Email
- Billable
- Fixed Fee
Action
Write
- Subject
  Required
- Aero Type
  Required
- Scheduled Start Date
  Required
- Assigned To
  Required
- Scheduled Duration
  Required
- Priority
  Required
- Status
  Required
- Due Date
- Company
- Contact
- Hat
- Project
- Description
- Billable
- Fixed Fee
Action
Write
- Company Name
  Required
- Active Filter
Action
Search

For AI agents & developers

Use Zoho CRM and Aero Workflow with AI agents and code

Beyond Zap workflows. Call Zoho CRM and Aero Workflow actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Zoho CRM and Aero Workflow actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Attachment
Create Appointment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Zoho CRM and Aero Workflow actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* zoho-crm / aero-workflow action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Zoho CRM and Aero Workflow to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Zoho CRM to Aero Workflow integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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About Aero Workflow

Aero Workflow is a workflow application for accountants by accountants.

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Connect Zoho CRM and Aero Workflow to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Zoho CRM and Aero Workflow with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Zoho CRM and Aero Workflow to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Make work flow with AI

Connect Zoho CRM to Aero Workflow on the world's largest no-code automation platform