Integrate Zoho CRM with Noko

Send information between Zoho CRM and Noko automatically, without writing any code, using Zoho Flow.

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Create Noko projects for deals in Zoho CRM

Every time a new deal is added in Zoho CRM, this flow creates a project in Noko. This way, you can easily coordinate with your team on activities related to the deals and also keep track of how soon you are completing them.

How it works

1. A new deal is added in Zoho CRM. 

2. Zoho Flow creates a project in Noko.

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Create Noko projects for deals in Zoho CRM

Zoho CRM + Noko

Build your own integrations between Zoho CRM and Noko

Connect Zoho CRM and Noko with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and Noko using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

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 module

Triggers when a new module is created

New lead

Triggers when a new lead is created

New contact

Triggers when a new contact is created

Updated module entry

Triggers when an entry is updated in the selected module

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

Invoice paid

Triggers when an invoice is paid

New expense

Triggers when a new expense is created

New invoice

Triggers when a new invoice is created

New entry

Triggers when a new entry is created

New project

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Raise signal

Raises a signal to Zoho CRM

Add note

Adds a note to the selected module

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Remove tags

Removes tags from the specified record

Draft email template

Drafts an email based on the selected template

Update module entry

Updates the specified module entry

Send email template

Sends an email to the specified users

Send mail merge

Sends a mail merge with details of the selected record

Update related module entry

Relates an entry in this module with an entry in another module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Add tags

Adds tags to the specified record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Update user

Updates the details of an existing user based on user ID

Fetch user

Fetches the details of an existing user by name or email address

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

Fetch email template

Fetches an email template by name

Fetch event

Fetches an event by its title or unique ID

Clone module entry

Clones an existing module entry

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

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

Create project

Creates a new project

Create expense

Creates a new expense

Create entry

Creates a new entry

Mark invoice as paid

Marks a specific invoice as paid

Mark invoice as unpaid

Marks a specific invoice as unpaid

Fetch invoice

Fetches an invoice by reference

Fetch user

Fetches a user by email

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.

What is Noko?

Noko is a time tracking application with reports and invoicing. You can enable timesheet approval, categorize activities with tags, and track all your expenses without any installation .

Time Tracking

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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