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Choose a Trigger

Choose an Action

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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 "Customer Order Modified" from Zenventory.

Add your action

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

You’re connected!

Zapier seamlessly connects Zenventory 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.

- Allocation Progress
- Allocation Progress Conditional Type
- Pick Progress
- Pick Progress Conditional Type
- Ship From Warehouse
- Client Name or ID
- Tags
- Order Modified (Days)
- Order Modified Age Conditional Type
Trigger
Polling
Try It
- Keywords
- Client ID
- Client Name
- Category
- Active
- Non-Inventory
- Unit of Measurement
- Bill of Material
Trigger
Polling
Try It
- Open
  Required
- Completed
- Draft
- Cancelled
- Deleted
- Origin Warehouse ID
- Origin Warehouse Name
- Destination Warehouse ID
- Destination Warehouse Name
- Created To Date
- Created From Date
Trigger
Polling
Try It
- CO Number
  Required
- Client ID
- Client Name
- Customer ID
- Customer Name
- Customer Company
- Email
- Account Number
- Shipping Address 1
- Shipping Address 2
- Shipping Address 3
- Shipping Address City
- Shipping Address State
- Shipping Address Zip
- Shipping Address Country Code
- Phone
- SKU
  Required
- Quantity
  Required
- Description
- UOM
- Auto-create new items
- Ship From Warehouse ID
- Ship From Warehouse Name
- Ship Via
- Package Type
- Confirmation Type
- Postage Account
- Postage Account Number
- Order Reference
- Project Number
- Internal Note
- Note From Customer
- Note To Customer
- Notification Email
- Custom userField1
- Custom userField2
- Custom userField3
- myList1
- myList2
- Buyer Paid Shipping
- Dry Ice Weight
- Package Sku
- Discount Percentage
- Do you want to save this as a draft?
- Do you want the order to skip all automation rules?
Action
Write
- PO Number
- Supplier ID
- Supplier Name
- Warehouse ID
- Warehouse Name
- Client ID
- Client Name
- Required By Date
- Project Number
- Notes
- Ship Method
- Terms
- SKU
  Required
- Item Description
  Required
- Quantity
  Required
- Unit of Measurement
- Unit Cost
- Auto-create new items
- Custom UserField1
- Custom UserField2
- Customer UserField3
- Do you want to save this as a draft?
- Are you purchasing for a client?
Action
Write

- Start Date
  Required
- End Date
  Required
- Client ID
- Client Name
- Warehouse ID
- Warehouse Name
- Filename
  Required
Action
Write
- Start Date
  Required
- End Date
  Required
- Client ID
- Client Name
- Warehouse ID
- Warehouse Name
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
- 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

- Open
- Completed
- Cancelled
- On Hold
- Allocation Progress
- Allocation Progress Conditional Type
- Pick Progress
- Pick Progress Conditional Type
- Shipment Progress
- Shipment Progress Conditional Type
- Ship From Warehouse
- Client Name or ID
- Tags
- Tags Conditional Type
- Order Age (Days)
- Order Age Conditional Type
Trigger
Polling
Try It
- Warehouse Name
- Supplier Name
- Open
- Completed
- Client Name
- Client ID
Trigger
Polling
Try It
- Keywords
- Client ID
- Client Name
- Warehouse ID
- Warehouse Name
- Location ID
- Location Name
- Category
- In Stock?
- Low Stock
- Item Userfield1
- Item Userfield2
- Item Userfield3
- Item Userfield4
- Item Userfield5
- Item Userfield6
- Sort By
  Required
- Sort Direction
  Required
Trigger
Polling
Try It
- SKU
  Required
- Description
  Required
- Client ID
- Client Name
- UPC
- Category
- Unit of Measurement
- Unit Cost
- Lead Time
- Default Econ Order
- Order Limit
- Reorder Level
- Recommended Retail Price
- Price
- Would you like to mark this item as active?
- Is this a kit SKU?
- Is this an assembly SKU?
- Is this a perishable SKU?
- Is this SKU tracked by lot numbers?
- Is this a serialized SKU?
- Is this a non-inventory SKU?
- Weight
- Storage Length (inches)
- Storage Width (inches)
- Storage Height (inches)
- Safety Stock
- Custom userField1
- Custom userField2
- Custom userField3
- Custom userField4
- Custom userField5
- Custom userField6
- Notes
- Do you want to assign this item to all warehouses?
- Do you want to assign this item to a specific warehouse?
- Warehouse ID
- Warehouse Name
Action
Write
- Start Date
  Required
- End Date
  Required
- Client ID
- Client Name
- Warehouse ID
- Warehouse Name
Action
Write
- Warehouse ID
- Warehouse Name
- By Location
  Required
- By Lot Number
  Required
- Include out of Stock
  Required
- File Name
  Required
Action
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

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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 Zenventory 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

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About Zenventory

Zenventory is a warehouse operations platform to help online merchants ship orders fast and keep inventory accurate across all selling channels.

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Related categories

eCommerce

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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