1.Catches the lab results payload
Integrate Webhooks by Zapier and webhook mapping tools to receive the payload and map submission references and file payloads to attachment data.
Update CRM deal with lab results and attachments
Automatically map lab results payloads across Webhooks by Zapier and Zoho CRM. Update the matching deal and attach lab and chain-of-custody files when payload arrives, submission references match, or file data is includedβso you can set delineation flags, capture results details, and store attachments without manual data entry.
How this automation updates your deals accurately
When lab results arrive without being entered consistently, records get out of date and evidence stays scattered. This automation looks up the right deal and updates results while attaching filesβso your team can keep deal details complete and current.
Webhooks by Zapieror swap with your favorite app
2.Finds the source deal entry
Integrate Zoho CRM and CRM search tools to locate the Deals module entry by the external lookup key from the webhook.
Zoho CRMor swap with your favorite app
3.Finds the target deal record
Integrate Zoho CRM and record lookup workflows to search linked deals and return the target deal record for updates.
4.Updates the target deal module entry
Integrate Zoho CRM and CRM fields mapping to update the target deal, set results delineated, and map submission fields to deal data.
5.Adds deal attachments from payload
Integrate Zoho CRM and document storage to attach lab results and chain-of-custody files to the target deal when files are provided.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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