Zoho CRM + Zoho Notebook

Create module entries in Zoho CRM for new note cards in Zoho Notebook

Streamline your workflow between Zoho Notebook and Zoho CRM with this efficient automation. Each time a new note card is added in Zoho Notebook, it will seamlessly create a module entry in Zoho CRM. This powerful solution allows you to manage your future interactions with clients or customers and eliminates the need for manual data entry, saving you time and enhancing productivity.

When this happens...
New Note Card in Notebook
Triggers when a note card is created in a specific notebook.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

What does this mean?

New Audio Card
Triggers when a new Audio Card is created.
Trigger
Instant
Try It
New Checklist Card
Triggers when a new Checklist Card is created.
Trigger
Instant
Try It
New Photo Card
Triggers when a new Photo Card is created.
Trigger
Instant
Try It
- Select NotebookRequired
- AttachmentRequired
- TitleRequired
Action
Write
- Select NotebookRequired
- TitleRequired
- ContentRequired
Action
Write

- Select NotebookRequired
- Select Note CardRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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

- Select NotebookRequired
Trigger
Instant
Try It
New File Card
Triggers when a new File Card is created.
Trigger
Instant
Try It
- Select NotebookRequired
- AttachmentRequired
- TitleRequired
Action
Write
- Notebook CoverRequired
- Notebook NameRequired
- DescriptionRequired
Action
Write
- Select NotebookRequired
- AttachmentRequired
- TitleRequired
Action
Write
- Select NotebookRequired
- Select Note CardRequired
Action
Write
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

About Zoho CRM

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

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Zapier Interfaces

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

About Zoho Notebook

Notebook is a beautifuly simple note taking app. Take notes, make lists, record audio, capture moments and sync your notes across devices.

Learn more Help

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Zoho CRM + Zoho Notebook

Create module entries in Zoho CRM for new note cards in Zoho Notebook

New Audio Card

New Checklist Card

New Photo Card

Create File Card

AttachmentRequired

TitleRequired

Create Text Card

Select NotebookRequired

TitleRequired

ContentRequired

Read Note Card as HTML

Select NotebookRequired

Select Note CardRequired

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

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

LayoutRequired

Trigger Workflow?

Create Module Entry

ModuleRequired

Field nameRequired

ValueRequired

LayoutRequired

Trigger

New Note Card in Notebook

Select NotebookRequired

New File Card

Create Audio Card

Select NotebookRequired

AttachmentRequired

TitleRequired

Create Notebook

Notebook CoverRequired

Notebook NameRequired

DescriptionRequired

Create Photo Card

Select NotebookRequired

AttachmentRequired

TitleRequired

Read Note Card as Plain Text

Select NotebookRequired

Select Note CardRequired