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Supported triggers and actions
Build your Zoho ERP workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Shipment order created
Triggers when a new shipment order is created
Beat action performed
Triggers when the selected action is performed on a beat
Transfer order action performed
Triggers when the selected action is performed on a transfer order
Vendor created
Triggers when a new vendor is created
Donation updated
Triggers when the details of an existing donation are updated
Transfer order created
Triggers when a new transfer order is created
Employee updated
Triggers when the details of an existing employee are updated
Coupon updated
Triggers when the details of an existing coupon are updated
Package updated
Triggers when the details of an existing package are updated
Vendor payment made
Triggers when a new vendor payment is made
Plan updated
Triggers when the details of an existing plan are updated
Item updated
Triggers when the details of an existing item are updated
Purchase order updated
Triggers when the details of an existing purchase order are updated
Employee advance action performed
Triggers when the selected action is performed on an employee advance
Bill updated
Triggers when the details of an existing bill are updated
Customer created
Triggers when a new customer is created
Time entry created
Triggers when a new time entry is created
Package created
Triggers when a new package is created
Coupon created
Triggers when a new coupon is created
Vendor payment updated
Triggers when the details of an existing vendor payment are updated
Project updated
Triggers when the details of an existing project are updated
Subscription created
Triggers when a new subscription is created
Vendor updated
Triggers when the details of an existing vendor are updated
Expense report action performed
Triggers when the selected action is performed on an expense report
Sales return updated
Triggers when the details of an existing sales return are updated
Quote updated
Triggers when the details of an existing quote are updated
Customer updated
Triggers when the details of an existing customer are updated
Bill action performed
Triggers when the selected action is performed on a bill
Purchase receive created
Triggers when a new purchase receive is created
Sales order created
Triggers when a new sales order is created
Journal created
Triggers when a new journal is created
Project created
Triggers when a new project is created
Sales order updated
Triggers when the details of a sales order are updated
Plan created
Triggers when a new plan is created
Donation added
Triggers when a new donation is added
Bill created
Triggers when a new bill is created
Purchase receive action performed
Triggers when the selected action is performed on a purchase receive
Employee created
Triggers when a new employee is created
Sales return action performed
Triggers when the selected action is performed on a sales return
Trip action performed
Triggers when the selected action is performed on a trip
Quote action performed
Triggers when the selected action is performed on a quote
Item created
Triggers when a item is created
Quote created
Triggers when a new quote is created
Transfer order updated
Triggers when the details of an existing transfer order are updated
Sales order action performed
Triggers when the selected action is performed on a sales order
Inventory adjustment action performed
Triggers when the selected action is performed on an inventory adjustment
Addon updated
Triggers when the details of an existing addon are updated
Invoice action performed
Triggers when the selected action is performed on an invoice
Time entry updated
Triggers when the details of an existing time entry are updated
Inventory adjustment updated
Triggers when the details of an existing adjustment are udpated
Picklist updated
Triggers when the details of an existing picklist are updated
Customer payment updated
Triggers when the details of an existing customer payment are updated
Route action performed
Triggers when the selected action is performed on a route
Shipment order updated
Triggers when the details of an existing shipment order are updated
Invoice updated
Triggers when the details of an existing invoice are updated
Invoice created
Triggers when a new invoice is created
Expense updated
Triggers when the details of an expense are updated
Customer payment received
Triggers when a new customer payment is received
Addon created
Triggers when a new addon is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Subscription updated
Triggers when the details of an existing subscription are updated
Expense created
Triggers when a new expense is created
Journal updated
Triggers when the details of an existing journal are updated
Purchase order action performed
Triggers when the selected action is performed on a purchase order
Sales return created
Triggers when a new sales return is created
Purchase receive updated
Triggers when the details of an existing purchase receive are updated
Picklist created
Triggers when a new picklist is created
Purchase order created
Triggers when a new purchase order is created
All Actions - Actions are the automated tasks
Create sales return
Creates a new sales return
Create expense
Creates a new expense
Create quote
Creates a new quote
Create bill
Creates a new bill
Create item
Creates a new item
Create task in project
Creates a new task in the specified project
Create transfer order
Creates a new transfer order
Create subscription
Creates a new subscription
Create purchase receive
Creates a new purchase receive
Send quote
Sends an existing quote to the specified recipients
Assign user to project
Assigns the specified user to an existing project
Send purchase order
Sends an existing purchase order by email
Create time entry
Creates a new time sheet entry
Record vendor payment
Records the details of a vendor payment
Create trip
Creates a new trip
Create plan
Creates a new plan
Create package
Creates a new package
Create customer
Creates a new customer
Create addon
Creates a new addon
Create vendor
Creates a new vendor
Mark transfer order as received
Marks the specified transfer order as received
Create invoice
Creates a new invoice
Create journal
Creates a new journal
Create purchase order
Creates a new purchase order
Send invoice
Sends an existing invoice by email
Create shipment order
Creates a new shipment order
Create expense report
Creates a new expense report
Create coupon
Creates a new coupon
Record customer payment
Records the details of a customer payment
Create project
Creates a new project
Add user
Adds a new user
Send sales order
Sends an existing sales order by email
Invite user to project
Invites a new user to the selected project
Mark shipment as delivered
Marks the specified shipment as delivered
Create inventory adjustment
Creates a new inventory adjustment
Create contact person
Creates a new contact person
Add address
Adds an address to a customer or vendor contact
Create employee
Creates a new employee
Create sales order
Creates a new sales order
Update quote
Updates the details of an existing quote
Update customer
Updates the details of an existing customer
Update contact person
Updates the details of an existing contact person
Update addon
Updates the details of an existing addon
Update user
Updates the details of an existing user
Update sales order
Updates the details of an existing sales order
Update item
Updates the details of an existing item
Update purchase order
Updates the details of an existing purchase order
Update inventory adjustment
Updates the details of an existing inventory adjustment
Update address
Updates the details of an existing address
Update plan
Updates the details of an existing plan
Update invoice
Updates the details of an existing invoice
Update journal
Updates the details of an existing journal
Update bill
Updates the details of an existing bill
Update vendor
Updates the details of an existing vendor
Update employee
Update the details of an existing employee
Update project
Updates the details of an existing project details
Update expense
Updates the details of an existing expense
Fetch item
Fetches the details of an existing item
Fetch customer
Fetches the details of an existing customer
Fetch contact person
Fetches the details of an existing contact person
Fetch invoice
Fetches the details of an existing invoice
Fetch purchase order
Fetches the details of an existing purchase order
Fetch vendor payment
Fetches the details of an existing vendor payment
Fetch employee
Fetches the details of an existing employee
Fetch sales order
Fetches the details of an existing sales order
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
Fetch coupon
Fetches the details of an existing coupon
Fetch expense
Fetches the details of an existing expense
Fetch subscription
Fetches the details of an existing subscription
Fetch plan
Fetches the details of an existing plan
Fetch journal
Fetches the details of an existing journal
Fetch project
Fetches the details of an existing project
Fetch expense report
Fetches the details of an existing expense report
Fetch sales return
Fetches the details of an existing sales return
Fetch transfer order
Fetches the details of an existing transfer order
Fetch customer payment
Fetches the details of an existing customer payment
Fetch purchase receive
Fetches the details of an existing purchase receive
Fetch user
Fetches the details of an existing user
Fetch package
Fetches the details of an existing package details
Fetch bill
Fetches the details of an existing bill
Fetch quote
Fetches the details of an existing quote
Fetch addon
Fetches the details of an existing addon
Fetch trip
Fetches the details of an existing trip
Fetch shipment order
Fetches the details of an existing shipment order
Fetch vendor
Fetches the details of an existing vendor
What is Zoho ERP?
Zoho ERP is a unified platform that integrates finance, supply chain, manufacturing, retail, and HR operations for businesses.
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