New Contact
Triggers when a new Contact is CreatedNew Lead
Triggers when a new Lead is CreatedNew Invoice
Triggers when a new Invoice is CreatedModified Lead
Triggers when a Lead is Modified or a new Lead is CreatedModified Potential
Triggers when a Potential is ModifiedNew Potential
Triggers when a new Potential is CreatedNew Account
Triggers when a new Account is CreatedUpdated Module Entry
Triggers when an existing Entry is Updated in a selected ModuleNew Module Entry
Triggers when a new Entry is Added to a selected ModuleModified Contact
Triggers when a Contact is Modified or a new Contact is CreatedNew Invoice Line Item
Triggers once for each Line Item of a new InvoiceNew Task
Triggers when a new Task is CreatedNew Event
Triggers when a new Event is CreatedModified Task
Triggers when a Task is ModifiedNew Quote
Triggers when a new Quote is CreatedNew Sales Order
Triggers when a new Sales Order is CreatedModified Event
Triggers when an Event is ModifiedModified Account
Triggers when an Account is Modified or a new Account is CreatedAdd or Update a Lead
Creates a new Lead or Updates an existing LeadAdd or Update a Contact
Creates a new Contact or Updates an existing ContactAdd or Update an Account
Creates a new Account or Updates an existing AccountAdd or Update an Invoice
Creates or Updates an existing InvoiceAdd Line Item To Invoice
Adds a new Line Item to an existing InvoiceUpdate a Module Entry
Update an existing Entry in a selected ModuleAdd a Module Entry
Adds a new Entry to the selected ModuleAdd a Note
Add a Note to an Account, Contact or DealAdd or Update a Potential
Creates a new Potential or Updates an existing PotentialSearch Leads
Searches for a Lead based on Lead Id or Lead EmailSearch Invoices
Searches for an Invoices based on Invoice Id or Account IdAdd a Task
Creates a new TaskAdd To Campaign
Adds Contact or Lead to specified CampaignAdd an Event
Creates a new EventSearch Contacts
Searches for a Contact based on Contact Id or Contact EmailSearch Products
Searches for a Product based on Product Name or Product IdSearch Accounts
Searches for an Account based on Account Name or Account IdSearch Tasks
Searches for a Task based on Task Id, Task Email or Task SubjectAdd or Update a Quote
Creates or Updates an existing QuoteSearch Module Entries
Searches for an Entry in a selected ModuleSearch Deals
Searches for a Deal based on Deal Name or Deal IdSearch Sales Orders
Searches for a Sales Order based on Sales Order Id, Sales Order Subject, Deal Name or Quote NameSearch Quotes
Searches for a Quote based on Quote Id, Quote Subject or Deal NameAdd Line Item to Quote
Adds a new Line Item to an existing QuoteSearch Vendors
Searches for a Vendor based on Vendor Id, Vendor Name or Vendor EmailSearch Campaigns
Searches for a Campaign based on Campaign Id or Campaign NameForms
Zoho CRM
Marketing
Run workflows spanning across your Forms, Zoho CRM and Marketing apps. Trigger workflows automatically when things happen in any of the apps.
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