Zoho Connector

Quickly build integrations connecting your B2B SaaS to Zoho.

Get a demo Start a free trial

About the Zoho Connector

Manage records, contacts, and transactions in Zoho CRM and Books

Go to Docs

Actions

Actions are tasks that you add to your workflow. One action might update records in a third-party API, while another action might fetch a list of records.

Jump to actions

Triggers

Triggers cause workflows to run. Some triggers run on a schedule. Others are invoked by a webhook request, or poll an API for new data. If a connector does not have a built-in trigger, you can use a generic scheduled or webhook trigger.

Jump to triggers

FAQs

Learn more about this connector and related integration functionality.

Jump to FAQs

Actions

Action Name	Action Description
CRM - Raw Request	Send a raw HTTP request to Zoho CRM.
Books - Raw Request	Send a raw HTTP request to Zoho Books.
CRM - Get Record	Get a single Zoho CRM record.
CRM - Get Records	Get a collection of Zoho CRM records.
CRM - Remove Record	Remove a Zoho CRM record.
CRM - Create Record	Create a Zoho CRM record.
CRM - Update Record	Update a Zoho CRM record.
CRM - COQL Query	Run a COQL query for Zoho CRM.
CRM - Add Attachment	Add an attachment to a Zoho CRM record.
CRM - Enable Notification	Enable instant notifications for actions on a Zoho CRM module.
CRM - Get Notification Details	Retrieve the details of notifications enabled for a specific channel.
CRM - Update Notification	Update specific information of a notification enabled for a channel.
CRM - Disable Notification	Stop all instant notifications enabled for the specified channels.
CRM - Disable Specific Notification	Disable notifications for specific events in a channel without disabling the entire channel.
Books - Get Record	Get a single Zoho Books record.
Books - Get Records	Get a collection of Zoho Books records.
Books - Remove Record	Remove a Zoho Books record.
Books - Create Record	Create a Zoho Books record.
Books - Update Record	Update a Zoho Books record.

Triggers

Trigger Name	Trigger Description
New and Updated CRM Contacts	Checks for new and updated contacts in Zoho CRM on a configured schedule.
New and Updated CRM Leads	Checks for new and updated leads in Zoho CRM on a configured schedule.
New and Updated Books Contacts	Checks for new and updated contacts in Zoho Books on a configured schedule.
CRM Notifications	Receive CRM event notifications from Zoho CRM. Automatically creates and manages a notification channel subscription for selected event types when the instance is deployed, and removes the subscription when the instance is deleted.

API Connectors

Integrate with customers' other SaaS apps, fast

Prismatic’s API connectors make it easy to integrate other SaaS apps – without reinventing the wheel. Triggers, actions, and auth are fully handled. And they work with all of Prismatic’s options for building integrations:

Empower non-devs with a low-code designer
Give devs freedom to build completely in code
Let customers create their own workflows

Low-code Code-native