Integrate Zoho CRM with Emsisoft
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Supported triggers and actions
Integrate Zoho CRM and Emsisoft using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is 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
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
Workspace created
Triggers when a new workspace is created
Scan data created
Triggers when a scan data created
Device added or removed
Triggers when a device is added or removed from the selected workspace
All Actions - Actions are the automated tasks
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected 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.
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
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
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create notification
Creates a new notification
Create protection group
Creates a new protection group
Start custom scan
Sends a 'start custom scan' command to the selected device
Create permission group
Creates a new permission group
Start malware scan
Sends a 'start malware scan' command to the selected device
Start quick scan
Sends a 'start quick scan' command to the selected device
Invite user
Invites the specified user to the selected workspace
Create report
Creates a new report
Update notification
Updates the details of an existing workspace notification
Update workspace name
Updates the name of an existing workspace
Update device notes
Updates the details of the notes of an existing device
Get account user
Returns the details of the account user
Get workspace install token
Returns the workspace install token with tagged download links
Fetch report
Fetches the details of an existing report using GUID
Search workspace
Searches for the details of an existing workspace using name
Search device
Searches for the details of an existing device using name
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.
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What is Emsisoft?
Emsisoft Anti-Malware Home is a cybersecurity solution that provides protection against all internet threats. It also protects your servers and endpoints with centralized management tools.
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