TimelinesAI + Zoho CRM

Updated Zoho CRM module entries trigger new chat messages in TimelinesAI

Stay up-to-date with recent changes in your Zoho CRM by using this streamlined workflow. Whenever an entry in a module is updated in your Zoho CRM, the information is sent as a new chat message in the TimelinesAI app. This ensures you never miss a key update and can react swiftly to any alterations, enhancing your team's collaboration and efficiency.

When this happens...
Updated Module Entry
Triggers instantaneously when a module entry is updated
TriggerInstant
automatically do this!
Send Message to New Chat
Sends message to new chat.
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
New Incoming Chat
Triggers when a new incoming chat is created.
Trigger
Instant
Try It
New Received Message
Triggers when a new incoming message is received.
Trigger
Instant
Try It
Chat Renamed
Triggers when a chat is renamed.
Trigger
Instant
Try It
New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Trigger
Polling
Try It
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Attachment URLRequired
- Name of attached file
Action
Write
- Whatsapp AccountRequired
- Phone numberRequired
- Message textRequired
Action
Write
- Name
- Phone
- Chat Id
Action
Search
- Whatsapp Message IdRequired
Action
Search
- Phone
- Email
Action
Search

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
Chat Closed
Triggers when a chat is closed.
Trigger
Instant
Try It
New Outgoing Chat
Triggers when a new outgoing chat is created.
Trigger
Instant
Try It
New Sent Message
Triggers when a new message is sent.
Trigger
Instant
Try It
New Uploaded File
Triggers when new uploaded_file is created.
Trigger
Polling
Try It
- Chat Id
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Message textRequired
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Uploaded fileRequired
- Name of attached file
Action
Write
- Whatsapp Message IdRequired
Action
Search
- Name
Action
Search

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