Epos Now + Zoho CRM

Create Epos Now customers from new Zoho CRM contacts

Effortlessly manage your customer data by connecting Zoho CRM with Epos Now. With this workflow, every time you add a new contact in Zoho CRM, a new customer will be created in Epos Now, ensuring that your databases are up-to-date and saving you time on manual data entry. Simplify your sales process and give your representatives valuable time back to focus on building customer relationships.

When this happens...
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.
TriggerPolling
automatically do this!
Add a New Customer
Adds a new customer.
ActionWrite

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Supported triggers and actions

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
- 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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
New Customer
Triggers when a customer is created.
Trigger
Instant
Try It
New Transaction
Triggers when a transaction is made.
Trigger
Polling
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- Booking Item
- Start DateRequired
- Created Date and Time
- Duration
- Notes
Action
Write
- NameRequired
- Description
- Category
- Sale Price
- Eat Out Price
- Cost Price
- Barcode
- Tax Rate
- Eat Out Tax Rate
- Cost Price Tax Rate
- Sell On Till
- Sell On Web
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
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
New Booking
Triggers when a booking is created.
Trigger
Instant
Try It
New Customer Rating
Triggers when a customer gives you a new rating.
Trigger
Instant
Try It
New Product
Triggers when a product is created.
Trigger
Instant
Try It
- Title
- ForenameRequired
- Surname
- Business Name
- Date Of Birth
- Contact Number 1
- Contact Number 2
- Email Address
- Customer Type
- Notes
Action
Write
- Date and Time of TransactionRequired
- eposnow Transaction ClassRequired
- Transaction NameRequired
- Total Order ValueRequired
Action
Write

About Epos Now

Grow and manage your business in the cloud with the Epos Now point-of-sale platform. Harness powerful reporting, inventory management and customer loyalty. Easy setup and ongoing support. Access from anywhere on any device.