Integrate Amilia with Zoho CRM

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

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Supported triggers and actions

Integrate Amilia and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Membership purchased

Triggers when a new membership purchase is made

Donation received

Triggers when a new fund is received

Program created

Triggers when a new program is created

Activity created

Triggers when a new activity is created in the program

Facility booking created

Triggers when a new booking or reservation is created on a facility in the calendar

Registration created

Triggers when a new registration is created in activities

Merchandise sold

Triggers when a merchandise item is sold

New module

Triggers when a new module is created

New note

Triggers when a new note is added

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

Entry created or updated

Triggers when a record entry is created or updated

Updated deal

Triggers when an existing deal is updated

User created or updated

Triggers when the details of an existing user are created or updated

New user

Triggers when a new user is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

All Actions - Actions are the automated tasks

Fetch activity

Fetches the details of an existing activity using ID

Fetch registration

Fetches the details of an existing registration using ID

Update module entry

Updates the specified module entry

Add note

Adds a note to the selected module

Send mail merge

Sends a mail merge with details of the selected record

Add tags

Adds tags to the specified record

Send email template

Sends an email to the specified users

Create or update lead

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

Create module entry

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

Create or update contact

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

Create or update module entry

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

Update related module entry

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

Raise signal

Raises a signal to Zoho CRM

Convert lead to contact

Converts a lead to a contact

Remove tags

Removes tags from the specified record

Add user

Adds a new user

Update user

Updates the details of an existing user based on user ID

Fetch email template

Fetches an email template by name

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch user

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

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

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 Amilia?

Amilia is an e-commerce platform for activities and recreation. It enables organizations to engage with their community by making it easy to find, register, and pay for activities online.

E Commerce

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.

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.

Learn more >

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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