Triggers
Name | Type | Description |
Contact Created | Polling |
Triggers when a contact is created |
Contact Updated | Polling |
Triggers when a contact is updated |
Contact Deleted | Polling |
Triggers when a contact is deleted |
Lead Created | Polling |
Triggers when a lead is created |
Lead Updated | Polling |
Triggers when a lead is updated |
Lead Deleted | Polling |
Triggers when a lead is deleted |
Account Created | Polling |
Triggers when an account is created |
Account Updated | Polling |
Triggers when an account is updated |
Account Deleted | Polling |
Triggers when an account is deleted |
Task Created | Polling |
Triggers when a task is created |
Task Updated | Polling |
Triggers when a task is updated |
Task Deleted | Polling |
Triggers when a task is deleted |
Deal Created | Polling |
Triggers when a deal is created |
Deal Updated | Polling |
Triggers when a deal is updated |
Deal Deleted | Polling |
Triggers when a deal is deleted |
Meeting Created | Polling |
Triggers when a meeting is created |
Meeting Updated | Polling |
Triggers when a meeting is updated |
Meeting Deleted | Polling |
Triggers when a meeting is deleted |
Campaign Created | Polling |
Triggers when a campaign is created |
Campaign Updated | Polling |
Triggers when a campaign is updated |
For more, please see Zoho API docs. If you're not sure how triggers work in Integry, go here.
Actions
Name | Method | Description |
Create Lead | POST | Creates a new lead |
Update Lead | PUT | Updates an existing lead |
Delete Lead | DELETE | Deletes an existing lead |
Get Lead | GET | Fetches a specific lead by ID |
Search Leads | GET | Retrieves the latest 200 leads meeting the specified criteria |
Create Account | POST | Creates a new account |
Update Account | PUT | Updates an existing account |
Delete Account | DELETE | Deletes an existing account |
Get Account | GET | Fetches a specific account by ID |
Search Accounts | GET | Retrieves the latest 200 accounts meeting the specified criteria |
Create Task | POST | Creates a new task |
Update Task | PUT | Updates an existing task |
Delete Task | DELETE | Deletes an existing task |
Get Task | GET | Fetches a specific task by ID |
Search Tasks | GET | Retrieves the latest 200 tasks fulfilling the specified criteria |
Create Meeting | POST | Creates a new meeting |
Update Meeting | PUT | Updates an existing meeting |
Delete Meeting | DELETE | Deletes an existing meeting |
Get Meeting | GET | Fetches a specific meeting by ID |
Search Meetings | GET | Retrieves the latest 200 meetings fulfilling the specified criteria |
Create Deal | POST | Creates a new deal |
Update Deal | PUT | Updates an existing deal |
Delete Deal | DELETE | Deletes an existing deal |
Get Deal | GET | Fetches a specific deal by ID |
Search Deals | GET | Retrieves the latest 200 deals meeting the specified criteria |
Create Campaign | POST | Creates a new campaign |
Update Campaign | PUT | Updates an existing campaign |
Delete Campaign | DELETE | Deletes an existing campaign |
Get Campaign | GET | Fetches a specific campaign by ID |
Search Campaigns | GET | Retrieves the latest 200 campaigns meeting the specified criteria |
Create Contact | POST | Creates a new contact |
Update Contact | PUT | Updates an existing contact |
Delete Contact | DELETE | Deletes an existing contact |
Remove Tag from Contact | POST | Removes a tag from a contact |
Tag a Contact | POST | Adds a tag to a contact |
Get Contact | GET | Fetches a specific contact by ID |
Search Contacts | GET | Retrieves the latest 200 contacts meeting the specified criteria |
Add Note | POST | Adds a note to a record |
Authorization
Limitations
Following are the limitations in the Zoho CRM App Connector as yet.
- The Twitter and Skype ID you use should be one word with no spaces.
- The connector does not support ‘.cn’ domains.