Postal.io + Zoho CRM

Send items in Postal.io for new module entries in Zoho CRM

Experience a seamless workflow between Zoho CRM and Postal.io with this automation. When a new module entry is added in Zoho CRM, it initiates the process of sending an item in Postal.io. This streamlines your tasks, providing an efficient way to manage and grow your customer relationships. No more manually transferring data between the two platforms - save time and focus more on your business growth.

When this happens...
New Module Entry
Triggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Send an Item
Send an item from your Postal account. You can configure if you want to send this via an email or directly in the Postal App's Trigger Setup.
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
Budget Status
Triggers when the budget is below the alert threshold set under Settings.
Trigger
Polling
Try It
Get Postal Status
Triggers when the item has been redeemed, has not been redeemed, or is about to expire.
Trigger
Polling
Try It
New Event Registrant
Triggers when an attendee registers for a Postal Event.
Trigger
Polling
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New Postal Sent
Triggers when an order is placed through our marketplace.
Trigger
Polling
Try It

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
Send Item Status
Triggers when an item is low stock, out of stock, disabled.
Trigger
Polling
Try It
Campaign Status
Triggers when the status of a campaign has changed.
Trigger
Polling
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Integration Status
Triggers when an integration has been turned on, off, or disconnected.
Trigger
Polling
Try It
New Approved Item
Triggers when a new item has been added to your Items in the Marketplace.
Trigger
Polling
Try It
- TriggerRequired
- First NameRequired
- Last NameRequired
- Email Address
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Custom Field 1
Action
Write