Connect ZOEY by Tekton Billing and Zoho CRM to unlock the power of automation

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1. Choose trigger event

2. Choose action

1. Select the event

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Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Updated Account" from ZOEY by Tekton Billing.

Add your action

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

You’re connected!

Zapier seamlessly connects ZOEY by Tekton Billing 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.

Updated Account
Triggers when an Account is recently added or updated.
Trigger
Polling
Try It
Updated Service (Most Recent 500)
Returns the most recent 500 Services added or updated in ZOEY.
Trigger
Polling
Try It
Updated Services (All in Last 2 Hours)
Returns all Services added or updated within the last 2 hours from the point at which the Zap runs.
Trigger
Polling
Try It
- Account Code
  Required
- Cost Centre Name
  Required
- Separate Invoice
- Payment Method
- Payment Reference
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Phone
- Email
Action
Write
- Service Code
  Required
- Charge Code
  Required
- Quantity
  Required
- Date From
  Required
- Date To
- Amount
- Buy Price
- Commission Buy Price
- Discount Type
- Discount Value
- Discount Length
Action
Write

- Cost Centre Code
  Required
- Name
- Separate Invoice
- Payment Method
- Payment Reference
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Phone
- Email
Action
Write
- Account Code
  Required
- Username
  Required
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
Action
Write

- Name
  Required
Action
Search
- Cost Centre Code
  Required
Action
Search
- Tariff Code
  Required
Action
Search
- Account Name
  Required
- Account Code (Recommended Blank)
- Dealer Code
- Billing Frequency
- Account Reference
- Payment Method
- Payment Reference
- Credit Terms
- Tax Profile
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Telephone Number
- Email Address
Action
Search or write
- Cost Centre Code
  Required
- Account Code
  Required
- Cost Centre Name
  Required
- Separate Invoice
- Payment Method
- Payment Reference
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Phone
- Email
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

Updated Cost Centre
Triggers when a Cost Centre is recently added or updated.
Trigger
Polling
Try It
Updated Service Charge
Triggers when a Service Charge is recently added or updated.
Trigger
Polling
Try It
- Account Code (Recommended Blank)
- Dealer Code
- Billing Frequency
- Account Name
  Required
- Account Reference
- Payment Method
- Payment Reference
- Credit Terms
- Tax Profile
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Telephone Number
- Email Address
Action
Write
- Account Code
  Required
- Cost Centre Code
  Required
- Tariff Code
  Required
- Date From
  Required
- CLI
  Required
- Name
- SIM
- Contract Start Date
- Renewal Date
- Additional Field 1
- Additional Field 2
- Additional Field 3
- Charge Code
- Amount
- Discount Type
- Discount Value
- Discount Length
Action
Write
- Account Code
  Required
- Name
- Account Reference
- Dealer Code
- Tax Profile
- Credit Terms
- Billing Frequency
- Outstanding Balance
- Blank Inputs Message
Action
Write
- Service Code
  Required
- Name
- Cost Centre Code
- Supplier Network
- Contract Date From
- Renewal Date
- Additional Field 1
- Additional Field 2
- Additional Field 3
Action
Write
- Account Code
  Required
Action
Search
- Account Reference
  Required
Action
Search
- Service Code
  Required
Action
Search
- Account Code (Recommended Blank)
  Required
- Dealer Code
- Billing Frequency
- Account Name
  Required
- Account Reference
- Payment Method
- Payment Reference
- Credit Terms
- Tax Profile
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Telephone Number
- Email Address
Action
Search or write
- Account Reference
  Required
- Account Code (Recommended Blank)
- Dealer Code
- Billing Frequency
- Account Name
  Required
- Payment Method
- Payment Reference
- Credit Terms
- Tax Profile
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Telephone Number
- Email Address
Action
Search or write
- Service Code
  Required
- Account Code
  Required
- Cost Centre Code
  Required
- Tariff Code
  Required
- Date From
  Required
- CLI
  Required
- Name
- SIM
- Contract Start Date
- Renewal Date
- Additional Field 1
- Additional Field 2
- Additional Field 3
- Charge Code
- Amount
- Discount Type
- Discount Value
- Discount Length
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 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 ZOEY by Tekton Billing 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.

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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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About ZOEY by Tekton Billing

ZOEY by Tekton Billing is a subscription and usage charge billing engine for telecoms and IT resellers.

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Related categories

Accounting

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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