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Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from Maroo.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
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Zapier seamlessly connects Maroo 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.
- New Client
Triggers when a new client is created by vendor dashboard.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- EmailRequired
- Phone numberRequired
ActionWrite- Payment request id (optional)
ActionWrite- Payment request id (optional)
ActionSearch
- Payment Request Status Updated
Triggers when a payment request is created, updated or deleted
Try ItTriggerInstant - Payment request Id (optional)
- ClientRequired
- Contract amountRequired
- Payment dueRequired
- Payment methodRequired
- Note to client (optional)
ActionWrite- Client email
ActionSearch- 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.
Try ItTriggerPolling
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