Integrate TrainerCentral with Zoho CRM
Send information between TrainerCentral and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate TrainerCentral and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Learner signed up for academy
Triggers when a new learner has signed up for the academy
Live workshop created
Triggers when a live workshop is created in the academy
Course updated
Triggers when a trainer updates a published course’s URL or name or changes its publish status
Lesson completed by user
Triggers when a user has completed a lesson
Ticket payment initiated
Triggers when a learner initiates a ticket payment
Course enrolled
Triggers when a learner enrolls for a course
Discussion comment updated
Triggers when a trainer or learner updates a comment in the discussion forum
Live session ended
Triggers when a live session of a course or a workshop ends and analytics is generated
Session reminder activated
Triggers when a session's email reminder is activated
Ticket access expired
Triggers when a learner’s ticket access expires
Live workshop - session purchased
Triggers when a learner purchases a session for a live workshop
Form submitted
Triggers when a learner submits entry in the selected form
Test evaluated
Triggers when a trainer evaluates a test
Ticket purchased
Triggers when a learner has paid for any course ticket in the academy
Live workshop - learner joined
Triggers when a learner has joined an existing live workshop
Course completed
Triggers when a course is completed by an existing learner in the academy
Assignment submitted
Triggers when a learner submits a course assignment
Learner renewal pending
Triggers when a learner's payment is pending renewal
Live workshop - learner registered
Triggers when a learner has registered for a live workshop
Learner cancels purchase
Triggers when a learner cancels their purchase
Discussion post updated
Triggers when a trainer or learner updates a post in the discussion forum
Ticket payment timeout
Triggers when a learner's payment is not completed within 1 hour after initiating the ticket purchase
Test submitted
Triggers when a learner submits a test
Assignment submission updated
Triggers when a trainer evaluates an assignment
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Create live workshop
Creates a new remote session which can be used to conduct live workshops
Invite learner to a live workshop
Sends an email inviting a learner to register for a live workshop session
Sign up user for school
Signs up the specified user for school
Invite learner to course
Sends an email inviting a learner to join an existing course
Fetch user
Fetches the details of an existing user by email address
Update related module entry
Relates an entry in this module with an entry in another module
Draft email
Drafts an email for the selected record
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Add user
Adds a new user
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is TrainerCentral?
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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