Plumsail Documents + Zoho CRM

Start process in Plumsail Documents for new or updated module entries in Zoho CRM

Minimize your workload and increase efficiency with this streamlined workflow. Whenever there's a new or updated module entry in your Zoho CRM, it simultaneously kickstarts a corresponding process in Plumsail Documents. This enhances the coordination between your customer relationship and document management systems, reducing manual chores, and ensuring prompt updates. Experience a smoother operation by letting essential data flow seamlessly from Zoho CRM to Plumsail Documents.

When this happens...
New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
TriggerInstant
automatically do this!
Start Process
Start the process and return generated document.
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
- FilenameRequired
- File to convertRequired
Action
Write
- File nameRequired
- Password
- FilesRequired
Action
Write
- DOCX fileRequired
Action
Write
- Email fileRequired
- Merge Attachments
Action
Write
- PDF fileRequired
- JSON dataRequired
- Lock form fields
- Password
Action
Write
- DataRequired
- Template fileRequired
Action
Write
- DataRequired
- Template fileRequired
- Locale
- Timezone
Action
Write
- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
Action
Write
- Raw HTML
- HTML file
- Margins
- Size
- Orientation
- Decode HTML
Action
Write
- ImagesRequired
- Image Per Page
Action
Write
- JSON file
- JSON data
- Delimiter
- Path to JSON array
- Locale
Action
Write
- FilesRequired
- Apply header and footer
Action
Write
- Content of CSV documentRequired
- Delimiter
- Rows Count
- Use first line as headers
- Locale
Action
Write
- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF fileRequired
- Overlay fileRequired
- Overlay layer
- Start page
- End page
- Pages
Action
Write
- PPT fileRequired
Action
Write
- Regular expression patternRequired
- String to search for matchesRequired
Action
Write
- Regular expression patternRequired
- String to search for matchesRequired
Action
Write
- PDF fileRequired
- Split typeRequired
- Filename Prefix
- Password
Action
Write
- XLSX fileRequired
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
- Process NameRequired
Trigger
Instant
Try It
- PDF fileRequired
- Password
Action
Write
- CSV fileRequired
- Use first line as headers
- Delimiter
- Rows Count
- Mapppings
- Locale
Action
Write
- DOC fileRequired
Action
Write
- Archive fileRequired
- Password
- Include Folders
Action
Write
- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
- Template engineRequired
Action
Write
- DataRequired
- Template fileRequired
- Password
Action
Write
- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
Action
Write
- PDF fileRequired
- Password
Action
Write
- HTML fileRequired
- Margins
- Paper Size
- Orientation
- Header HTML file
- Footer HTML file
Action
Write
- PDF fileRequired
- Image contentRequired
- Watermark position
- Opacity
- Watermark image width
- A new height for the image that will be using for watermark
- Auto scale
- X coordinate
- Y coordinate
- Start page
- End page
- Pages
- Password
- PDF owner password
Action
Write
- JSON file
- JSON data
- Mapppings
- Path to JSON array
- Locale
Action
Write
- FilesRequired
- Preserve Bookmarks
Action
Write
- PDF fileRequired
- Password
Action
Write
- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF fileRequired
- Result Type
- Start Page
- End Page
- Password
Action
Write
- PPTX fileRequired
Action
Write
- FileRequired
- Enable printingRequired
- Enable modificationRequired
- Enable extract dataRequired
- Enable annotateRequired
- PDF owner password
- PDF user password
- Current password
Action
Write
- Regular expression patternRequired
- String to search for matchesRequired
- Replacement string
Action
Write
- Process NameRequired
Action
Write
- PDF fileRequired
- Text contentRequired
- Rotation
- Font
- Bold
- Italic
- Text Align
- Font Size
- Color
- Watermark position
- Opacity
- X coordinate
- Y coordinate
- Start page
- End page
- Password
- PDF owner password
Action
Write
- XLS fileRequired
Action
Write

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

About Zoho CRM

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

Learn more

Plumsail Documents + Zoho CRM

Start process in Plumsail Documents for new or updated module entries in Zoho CRM

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Convert to PDF

Create Archive

Convert DOCX to PDF

Convert Email to PDF

Fill in PDF Form

Fill Merge Fields in DOCX Document

Generate Document From HTML Template

Generate Document From XLSX Template

Convert HTML to DOCX

Convert Images to PDF

Convert JSON to CSV

Merge DOCX Files

Parse CSV

Convert PDF to BMP Image

Convert PDF to PNG Image

Add PDF Watermark to PDF

Convert PPT to PPTX

Regexp Match

Regexp Test

Split PDF

Convert XLSX to PDF

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Process Finished

Compress PDF

Convert CSV to Excel File (XLSX)

Convert DOC to DOCX

Extract From Archive

Generate Document From DOCX Template

Generate Document From Fillable PDF

Generate Document From PPTX Template

Get Form From PDF

Convert HTML to PDF

Add Image Watermark to PDF

Convert JSON to Excel File (XLSX)

Merge Any Files Into PDF

Get Information About PDF Protection

Convert PDF to JPEG Image

Convert PDF to Text

Convert PPTX to PDF

Protect PDF

Regexp Replace

Start Process

Add Text Watermark to PDF

Convert XLS to XLSX

About Plumsail Documents

Related categories

About Zoho CRM

Related categories

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