Integrate Zoho People with Salesforce
Send information between Zoho People and Salesforce automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho People and Salesforce using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record approved
Triggers when a record is approved
Record canceled
Triggers when a record is canceled
Record updated
Triggers when an existing record is updated
Record created or updated
Triggers when a record is created or updated in the selected form
Record created
Triggers when a new record is created in the selected form
Opportunity updated
Triggers when an opportunity is updated
Lead updated
Triggers when a lead is updated
Module entry added
Triggers when a new entry is added to the selected module
Solution added
Triggers when a new solution is added
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order is updated
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Case updated
Triggers when a case is updated
Note created
Triggers when a new note is created
Campaign added
Triggers when a new campaign is added
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Contact created
Triggers when a new contact is created
Module entry updated
Triggers when a record is updated in the selected module
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Task created
Triggers when a new task is created
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
All Actions - Actions are the automated tasks
Create announcement
Creates a new announcement
Create attendance entry
Creates a check-in and/or check-out time entry
Create time log entry
Creates a new time log entry
Cancel leave
Cancels an existing leave
Fetch leave type
Fetches the details of an existing leave type by employee name, ID, or email address
Add employee feedback
Adds a new feedback for the employee
Add check-in and check-out entry
Adds automated check-in and check-out entries to track attendance
Create record
Creates a new record in the selected form
Add employee
Adds a new employee
Add case
Adds a new record in the HR cases module
Reject record
Rejects the pending records
Update time log entry
Updates an existing time log entry
Update project
Updates the details of an existing project
Approve record
Approves the pending records
Update record
Updates the details of an existing record
Get user availability
Gets the office availability of the specified user
Fetch time log entry
Fetches the details of an existing time log entry
Fetch leave record by leave details
Fetches the details of an existing leave record using date, employee record ID, and leave type ID
Fetch announcement
Fetches the details of an existing announcement by ID or search term
Fetch leave record by record ID
Fetches the details of an existing leave record by record ID
Fetch record
Fetches the details of an existing record by field value
Fetch employee
Fetches the details of an existing employee by email address or employee ID
Create note
Creates a new note
Create account
Creates a new account
Create campaign
Creates a new campaign
Create case
Creates a new case
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create solution
Creates a new solution
Create contact
Creates a new contact
Create lead
Creates a new lead
Create order
Creates a new order
Create task
Creates a new task
Create product
Creates a new product
Create event
Creates a new event
Update order
Updates the details of an existing order
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
Update contact
Updates the details of an existing contact
Update opportunity
Updates the details of an existing opportunity
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Update campaign
Updates the details of an existing campaign
Update task
Updates the details of an existing task
Update solution
Updates the details of an existing solution
Update event
Updates the details of an existing event
Fetch case
Fetches the details of an existing case by subject or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch account
Fetches the details of an existing account by name or ID
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