Connect Workever and Zoho CRM to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Workever with Zoho CRM - no code necessary. See how you can get setup in minutes.

100%

Help

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 "Accepted Quote" from Workever.

Add your action

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

You’re connected!

Zapier seamlessly connects Workever 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.

Accepted Quote
Triggers when a quote status is set to approved.
Trigger
Instant
Try It
New Asset
Triggers when a new asset is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Quote
Triggers when a new quote is created.
Trigger
Polling
Try It
Paid Invoice
Triggers when an invoice status is set to Paid.
Trigger
Polling
Try It

- Contact Type
  Required
- Company name
  Required
- Division/Branch
- First name
- Last name
- Email
- Telephone
- Mobile
- Address 1
- Address 2
- City
- State/Country
- Post/Zip Code
Action
Write
- Job name
  Required
- Customer ID
  Required
- Description
- Fieldworkers
- Status
  Required
- Priority
  Required
- Start time
- End time
- Due date
- Is Due time specified?
Action
Write

- Quote name
  Required
- Customer ID
  Required
- Description
- Status
  Required
Action
Write
- Customer ID
  Required
- Name
  Required
- Address (line 1)
- Address (line 2)
- City
- State/County
- Post/Zip Code
- First name
- Last name
- Phone
- Mobile
- Email
Action
Write
- Contact Name
Action
Search
- Scheduled
  Required
- Job Name
- Customer
- Status
- From
- Until
Action
Search
- Customer ID
  Required
- Site Name
  Required
Action
Search
- Scheduled
  Required
- Quote Name
- Customer
- Status
- From
- Until
- Quote name
  Required
- Customer ID
  Required
- Description
- Status
  Required
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

Completed Job
Triggers when a job status is set to completed.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
Overdue Invoice
Triggers when an invoice status is set to Overdue.
Trigger
Polling
Try It
- Asset name
  Required
- Customer ID
  Required
- Status
  Required
- Quantity
  Required
- Active
  Required
- Category
- Serial number
- Next due (Please enter a date. The time will be ignored)
Action
Write
- Invoice Name
  Required
- Customer ID
  Required
- Status
  Required
- Description
- Date added (Please enter a date. The time will be ignored)
- Terms
- Due date (Please enter a date. The time will be ignored)
Action
Write
- Job Template
  Required
- Template
- Job name
- Customer ID
- Customer
- Description
- Fieldworkers
- Status
  Required
- Priority
  Required
- Start time
- End time
- Due date
- Is Due time specified?
Action
Write
- First name
  Required
- Last name
  Required
- Email
- Telephone
- Mobile
- Address 1
- Address 2
- City
- State/Country
- Post/Zip Code
Action
Write
- Asset Name
  Required
- Customer ID
- Note
Action
Search
- Invoice Name
- Customer
- Status
- From
- Until
- Note
Action
Search
- Scheduled
  Required
- Quote Name
- Customer
- Status
- From
- Until
Action
Search
- Asset Name
  Required
- Customer ID
- Note
- Asset name
  Required
- Customer ID
  Required
- Status
  Required
- Quantity
  Required
- Active
  Required
- Category
- Serial number
- Next due (Please enter a date. The time will be ignored)
Action
Search or write
- Customer ID
  Required
- Site Name
  Required
- Customer ID
  Required
- Name
  Required
- Address (line 1)
- Address (line 2)
- City
- State/County
- Post/Zip Code
- First name
- Last name
- Phone
- Mobile
- Email
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

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

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

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect Workever 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

Make work flow with AI

Level up your Workever to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Workever

Workever is a web-based software that helps manage service and maintenance jobs, collaborate with staff, and organise data.

HelpHelp

Related categories

Scheduling & Booking

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

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly