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Choose a trigger
A trigger is the event that starts your Zap—like a "New Interaction" from iService.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
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Zapier seamlessly connects iService 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.
- Interaction TypeRequired
- SegmentRequired
- Topic
- Property
- Property Value
Try ItTriggerPolling- Contact
- SegmentRequired
- TopicRequired
- Note SubjectRequired
- Note BodyRequired
- Public or Private NoteRequired
- Include Ref# in Subject
- Parent Interaction
ActionWrite- Lookup a contact by email/login name in iService.
ActionSearch- 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.
Try ItTriggerPolling
- Login TypeRequired
- Login NameRequired
- Contact PropertyRequired
- ValueRequired
ActionWrite- Contact
- SegmentRequired
- TopicRequired
- Ticket SubjectRequired
- Ticket BodyRequired
- Assign to Agent
- Agent Note
- Tag
- Include Ref# in Subject
- Parent Interaction
ActionWrite- 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 - ModuleRequired
Try ItTriggerInstant
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