Barista and Zoho CRM integrations and automations

Do everything in one place

Customize your Barista and Zoho CRM integration with the following triggers and actions.

Triggers

When this happens…

Zoho CRM
  • New account
    New account in Zoho CRM
  • New call
    New call in Zoho CRM
  • New case
    New case in Zoho CRM
  • New contact
    New contact in Zoho CRM
  • New invoice
    New invoice in Zoho CRM
  • New custom object
    New custom object in Zoho CRM
  • New standard object
    New standard object in Zoho CRM
  • New deal
    New deal in Zoho CRM
  • New vendor
    New vendor in Zoho CRM
  • New/updated custom object
    New/updated custom object in Zoho CRM
  • New/updated standard object
    New/updated standard object in Zoho CRM
  • New or updated account
    New or updated account in Zoho CRM
  • New or updated call
    New or updated call in Zoho CRM
  • New or updated case
    New or updated case in Zoho CRM
  • New or updated contact
    New or updated contact in Zoho CRM
  • New or updated lead
    New or updated lead in Zoho CRM
  • New or updated deal
    New or updated deal in Zoho CRM

    • Any other trigger you can think up

Actions

Do this…

Barista
  • Onboard Employee
    Create Employee in 'Barista
  • Post KB
    Create KB in 'Barista
  • Delete Employee
    Delete Employee in Barista
  • Generate Integration Token
    Generate Integration Token in ' 'Barista
  • Get All Employees
    GET All Employees from Barista
  • Get All KBs
    GET All KBs from Barista
  • Get Conversation from Channel
    GET Conversation from Channel
  • Get Employee by Email
    Search Employee in Barista
  • Get Employee by ID
    Search Employee in Barista
  • Get Report9 by ESP Filters
    GET Report9 Data in ' 'Barista
  • Get Task
    Get Task from ' 'Barista
  • Get Task by Channel ID
    Get Task from ' 'Barista
  • Parse CSV Data
    Parse CSV Data in Barista
  • Parse CSV Status Check
    Parse CSV Status Check in Barista
  • Patch KB
    Patch KB in 'Barista
  • Post Data To Channel
    Post Data to Barista channel
  • Post Sync IDs
    Post Sync IDs in Barista
  • Search Employees
    Search Employees in Barista
  • Terminate Employee
    Terminate Employee in Barista
  • Update Channel Live Agent Session Mode
    Performs a PATCH to a Channel Object to set sys_custom_fields.start_live_agent_suppor=True/False
  • Update Employee
    Update Employee in ' 'Barista
  • Update Reference Number on Task
    Update Reference Number in ' 'Barista Task
  • Update Report9 Data
    Update Report9 Data in ' 'Barista
  • Update Task
    Update Task in ' 'Barista
  • Update Task Owner
    Change Owner on Tasks
  • Update Task Status
    Change Status on Tasks
  • Update Task Live Agent Session Mode
    Performs a PATCH to a Task Object to set sys_custom_fields.start_live_agent_suppor=True/False
  • Upload CSV file to barista
    Upload CSV File to Barista

    • Any other action you can think up

Zoho CRM
  • Custom action
    Custom action in Zoho CRM (Custom)
  • Relate a member to campaign
    Relate a member to campaign in Zoho CRM
  • Batch create custom objects Batch
    Batch create custom objects in Zoho CRM
  • Batch create standard objects Batch
    Batch create standard objects in Zoho CRM
  • Batch update custom objects Batch
    Batch update custom objects in Zoho CRM
  • Batch update standard objects Batch
    Batch update standard objects in Zoho CRM
  • Batch upsert custom objects Batch
    Batch upsert custom objects in Zoho CRM
  • Batch upsert standard objects Batch
    Batch upsert standard objects in Zoho CRM
  • Bulk create custom objects
    Bulk create custom objects in Zoho CRM
  • Bulk create standard objects
    Bulk create standard objects in Zoho CRM
  • Bulk update custom objects
    Bulk update custom objects in Zoho CRM
  • Bulk update standard objects
    Bulk update standard objects in Zoho CRM
  • Bulk upsert custom objects
    Bulk upsert custom objects in Zoho CRM
  • Bulk upsert standard objects
    Bulk upsert standard objects in Zoho CRM
  • Search records using COQL query
    Search records using COQL query in Zoho CRM
  • Create account
    Create account in Zoho CRM
  • Create campaign
    Create campaign in Zoho CRM
  • Create contact
    Create contact in Zoho CRM
  • Create invoice
    Create invoice in Zoho CRM
  • Create lead
    Create lead in Zoho CRM
  • Create deal
    Create deal in Zoho CRM
  • Create vendor
    Create vendor in Zoho CRM
  • Delete custom object
    Delete custom object in Zoho CRM
  • Delete standard object
    Delete standard object in Zoho CRM
  • Get lead by ID
    Get lead by ID in Zoho CRM
  • Get object by ID
    Get object by ID in Zoho CRM
  • Search accounts Batch
    Search accounts in Zoho CRM
  • Search campaigns Batch
    Search campaigns in Zoho CRM
  • Search contacts Batch
    Search contacts in Zoho CRM
  • Search invoice
    Search invoice in Zoho CRM
  • Search leads Batch
    Search leads in Zoho CRM
  • Search custom objects
    Search custom objects in Zoho CRM
  • Search standard objects
    Search standard objects in Zoho CRM
  • Search deals Batch
    Search deals in Zoho CRM
  • Search products Batch
    Search products in Zoho CRM
  • Search vendors Batch
    Search vendors in Zoho CRM
  • Update account
    Update account in Zoho CRM
  • Update campaign
    Update campaign in Zoho CRM
  • Update contact
    Update contact in Zoho CRM
  • Update invoice
    Update invoice in Zoho CRM
  • Update lead
    Update lead in Zoho CRM
  • Update deal
    Update deal in Zoho CRM
  • Update vendor
    Update vendor in Zoho CRM
  • Upsert custom object
    Upsert custom object in Zoho CRM
  • Upsert standard object
    Upsert standard object in Zoho CRM

    • Any other action you can think up

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