Zoho CRM + Parsio Integration

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Zoho CRM + Parsio Integration
1.
  • Zoho CRM
    Contact is created in Zoho CRM

    Triggers the automation when a new contact is created

  • Zoho CRM
    Contact is updated in Zoho CRM

    Triggers the automation when a contact is updated

  • Zoho CRM
    Module entry is created/updated in Zoho CRM

    Triggers the automation when a module entry is created or updated

    Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM

    Triggers the automation when any module entry is modified

    Instant
  • Zoho CRM
    Module entry is added in Zoho CRM

    Triggers the automation when a new entry is added to a module

    Instant
  • Zoho CRM
    Lead is created in Zoho CRM

    Triggers the automation when a new lead is created

  • Zoho CRM
    Lead is updated in Zoho CRM

    Triggers the automation when the lead information is updated

  • Zoho CRM
    User is created in Zoho CRM

    Triggers the automation when a new user is created

  • Parsio
    Document is parsed (Flat tables) in Parsio

    Triggers the automation when a document is parsed into flat tables

    Instant
  • Parsio
    Document is parsed (Nested tables) in Parsio

    Triggers the automation when a document containing nested tables is parsed

    Instant
  • Parsio
    Table is parsed in Parsio

    Triggers the automation when a table is parsed

    Instant
  • Parsio
    Attachment is recieved in Parsio

    Triggers the automation when a file or document is attached to an incoming email

    Instant
2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM

    Adds an attachment to an email or message

  • Zoho CRM
    Create module entry in Zoho CRM

    Creates a new entry in a module

  • Zoho CRM
    Create or Update Module Entry in Zoho CRM

    Creates or updates an entry in a module

  • Zoho CRM
    Update module entry in Zoho CRM

    Updates the information for a module entry

  • Zoho CRM
    Search module entry in Zoho CRM

    Searches for a module entry

  • Zoho CRM
    Get module entry by Id in Zoho CRM

    Retrieves a module entry using its id

  • Zoho CRM
    Create or Update Contact in Zoho CRM

    Adds or update contact information

  • Zoho CRM
    Search contact in Zoho CRM

    Finds and retrieves contact information

  • Zoho CRM
    Convert lead in Zoho CRM

    Convert potential leads into customers

  • Zoho CRM
    Search lead in Zoho CRM

    Retrieves information for a particular lead

  • Zoho CRM
    Add note to module entry in Zoho CRM

    Adds a note to a module entry

  • Zoho CRM
    Add tag in Zoho CRM

    Adds tags to particular items based on predefined criteria

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