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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Custom Field Updated" from Air.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Air and Zoho CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Custom Field UID
  Required
Trigger
Polling
Try It
- Parent Board ID
Trigger
Polling
Try It
- Board ID
  Required
- Asset IDs
  Required
Action
Write
- Asset ID
  Required
- Version ID
  Required
- Tag IDs
  Required
Action
Write
- Asset ID
  Required
- Custom Field ID
  Required
- Value (plain-text or date)
- Value IDs (single-select or multi-select)
Action
Write

- Title
  Required
- Description
- Parent Board ID
Action
Write
- File Name
  Required
- Extension
  Required
- Size
  Required
- Mime
  Required
- Parent Board ID
- Asset ID
Action
Write

- Source URL
  Required
- File Name
- Extension
- Created At
- Asset ID
- Parent Board ID
Action
Write
- Board ID
  Required
- Asset ID
  Required
Action
Write
- Board ID
  Required
- Title
- Description
- Parent Board ID
Action
Write
- Asset ID
  Required
- Version ID
  Required
- Title
- Description
Action
Write
- Parent Board ID
Action
Search
- Name
Action
Search
- Asset ID
  Required
Action
Search
- Board ID
  Required
Action
Search
- Parent Board ID
- Name
- Title
  Required
- Description
Action
Search or 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
Try It
- Module
  Required
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
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- 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
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Parent Board ID
Trigger
Polling
Try It
- Tag Name
  Required
Trigger
Polling
Try It
- Board ID
  Required
- Email
  Required
- Role
  Required
Action
Write
- Asset ID
  Required
Action
Write
- Board ID
  Required
- Custom Field ID
  Required
- Value
- Value IDs (single-select or multi-select)
  Required
Action
Write
- Name
  Required
- Description
- Type
- Values
Action
Write
- Tags
  Required
Action
Write
- Import ID
  Required
Action
Write
- Board ID
  Required
- Guest ID
  Required
Action
Write
- Board ID
  Required
- Guest ID
  Required
- Role ID
  Required
Action
Write
- Upload URL
  Required
- File URL
  Required
- Size
  Required
- Mime Type
  Required
Action
Write
- Parent Board ID
- Name
Action
Search
- Board ID
  Required
- Email
Action
Search
- Asset ID
  Required
- Version ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Name
  Required
- Description
- Type
- Values
Action
Search or 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
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Air and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Zoho CRM on the Zapier blog

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Learn about AI automation

About Air

Air is a tool for automating creative operations & managing creative assets at any scale.

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Related categories

Content & Files

About Zoho CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)Zoho

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