Integrate Zoho CRM with Emsisoft

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

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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.

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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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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