Local Line + Zoho CRM

Update Zoho CRM module entries when customer changes occur in Local Line

When a customer changes their details on Local Line, this workflow ensures that their information on Zoho CRM is simultaneously updated. By doing so, it saves your team the time-consuming process of manually updating information across systems. This automatic process ensures that all customer data remains current and consistent across your databases.

When this happens...
Customer Changed
Triggers when a customer is changed.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

Customer Changed
Triggers when a customer is changed.
Trigger
Instant
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Product Changed
Triggers when a product is changed.
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Payment Completed
Triggers when payment is completed.
Trigger
Instant
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Vendor Created
Triggers when a new vendor is created.
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last NameRequired
- Company
- Phone
Action
Write
- EmailRequired
Action
Search

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
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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
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- ModuleRequired
Trigger
Instant
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- ModuleRequired
Trigger
Instant
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- 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

Order Changed
Triggers when an order is changed.
Trigger
Instant
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Product Deleted
Triggers when a product is deleted.
Trigger
Instant
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Order Created
Triggers when a new order is created.
Trigger
Instant
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Product Created
Triggers when a new product is created.
Trigger
Instant
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Close Store
Set store as Closed based on external event.
Action
Write
Open Store
Set store as Open based on external event.
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
Polling
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- ModuleRequired
Trigger
Instant
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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
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- 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