Zoho People
AssessTEAM
Gmail
zapier

An automated workflow using zapier

Connects Zoho People + AssessTEAM + Gmail

Create a new Zoho People in AssessTeam as persons

About this workflow template

This automation scenario allows you to connect Zoho People, AssessTEAM, and Gmail.

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.

How it works?

When this trigger fires in Zoho People

Zoho People

New Record in Zoho People

Triggers when a record is added in a specific form.

Then these actions happen in Gmail and Gmail

AssessTEAM

Get Persons Report in AssessTEAM

This action is used to get persons report based on your selected criteria.

Gmail

Send Email in Gmail

Create and send a new email message.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create a new Zoho People in AssessTeam as persons.

Part I

Configure Applications

First, we need to connect Zoho People, AssessTEAM and Gmail to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Zoho People to Zapier.

    Connect Zoho People to Zapier.

    Give Zapier access to your Zoho People account, using Zoho People credentials.

  • Connect AssessTEAM to Zapier.

    Connect AssessTEAM to Zapier.

    Give Zapier access to your AssessTEAM account, using AssessTEAM credentials.

  • Connect Gmail to Zapier.

    Connect Gmail to Zapier.

    Give Zapier access to your Gmail account, using Gmail 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 People

    Set up a Trigger action for Zoho People

    Choose the following trigger: New Record (Triggers when a record is added in a specific form.).

  • Then set up an Action for AssessTEAM

    Choose this action: Get Persons Report (This action is used to get persons report based on your selected criteria.).

  • Then set up another Action for Gmail

    Then set up another Action for Gmail

    Choose this action: Send Email (Create and send a new email message.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Zoho People, AssessTEAM and Gmail.

  • Test the workflow and turn it on for production use

    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 a new Zoho People in AssessTeam as persons!

Supported triggers and actions

  • Gmail

    New email

    Triggers when a new e-mail appears in the specified mailbox.

    zapierautomateio
    triggerbyzapierautomateio
  • Gmail

    New email matching search

    Triggers when you receive a new email that matches a search string you provide.

    zapier
    triggerbyzapier
  • Gmail

    New labeled email

    Triggers when you label an email.

    zapier
    triggerbyzapier
  • Gmail

    New attachment

    Triggers when you receive a new attachment (triggers once per attachment).

    zapier
    triggerbyzapier
  • Gmail

    Watch emails

    Triggers when a new email is received to be processed according to specified criteria.

    integromat
    triggerbyintegromat
  • Gmail

    New starred email

    Triggers when you receive a new email and star it within two days.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho People

    Add person

    This action is used to add a new person.

    zapier
    actionbyzapier
  • Zoho People

    Add a record

    Adds a record to a form.

    integromat
    actionbyintegromat
  • Zoho People

    Add record

    Adds a new record in the selected form.

    zapier
    actionbyzapier
  • Zoho People

    Add timesheet

    This action is used to add a new timesheet.

    zapier
    actionbyzapier
  • Zoho People

    Get performance indicators report

    This action is used to get performance indicators report based on your selected criteria.

    zapier
    actionbyzapier
  • Zoho People

    Create attendance entry

    Does a check-in and/or check-out in Zoho People.

    zapier
    actionbyzapier