An automated workflow using zapier
Connects Zoho CRM + Orchestly
Create new jobs in Qntrl from new Zoho CRM entries
About this workflow template
This automation scenario allows you to connect Zoho CRM and Orchestly
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
How it works?
When this trigger fires in Zoho CRM
New/Updated Module Entry in Zoho CRM
Triggers instantaneously when any entry is created or updated in the specified module.
Then this action happens in Orchestly
Create Job in Orchestly
Creates a new job.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create new jobs in Qntrl from new Zoho CRM entries.
Part I
Configure Applications
First, we need to connect Zoho CRM and Orchestly to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho CRM to Zapier.
Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.
Connect Orchestly to Zapier.
Give Zapier access to your Orchestly account, using Orchestly credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Zoho CRM
Choose the following trigger: New/Updated Module Entry (Triggers instantaneously when any entry is created or updated in the specified module.).
Then set up an Action for Orchestly
Choose this action: Create Job (Creates a new job.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho CRM and Orchestly.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create new jobs in Qntrl from new Zoho CRM entries!
Related Automation Templates
Supported triggers and actions
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.
triggerbyzapierautomateioNew 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.
triggerbyzapierautomateioNew module entry
Triggers instantaneously when any entry is created in the specified module.
triggerbyzapierautomateiopabbly-connectWatch objects
Triggers when a new object is created or updated.
triggerbyintegromatNew/updated module entry
Triggers instantaneously when any entry is created or updated in the specified module.
triggerbyzapierNew 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.
triggerbyzapier
Create job
Creates a new job.
actionbyzapierAdd user
Adds a new user.
actionbyzapierPost comment
Posts a new comment in the job.
actionbyzapierAdd attachment
Uploads an attachment to a job
actionbyzapierNew job
Triggers when a new job is created.
triggerbyzapierNew job comment
Triggers when a new comment is posted in the job.
triggerbyzapier
Apps you need
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
Orchestly helps automate business workflows using no-code drag and drop platform.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
