Deltek Vantagepoint and Zoho CRM integrations and automations

Seamlessly connect Deltek Vantagepoint and Zoho CRM. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Deltek Vantagepoint
  • Account Created Real-time
    Account Created in Deltek vantagepoint
  • Account Deleted Real-time
    Account Deleted in Deltek vantagepoint
  • Account Updated Real-time
    Account Updated in Deltek vantagepoint
  • AP Voucher Posted (Polling)
    New posted ap voucher in Vantagepoint
  • Contact Created Real-time
    Contact Created in Deltek vantagepoint
  • Contact Deleted Real-time
    Contact Deleted in Deltek vantagepoint
  • Contact Updated Real-time
    Contact Updated in Deltek vantagepoint
  • Employee Created Real-time
    Employee Created in Deltek vantagepoint
  • Employee Deleted Real-time
    Employee Deleted in Deltek vantagepoint
  • Employee Updated Real-time
    Employee Updated in Deltek vantagepoint
  • Employee Expense Posted (Polling)
    New posted employee expenses in Vantagepoint
  • Firm Created Real-time
    Firm Created in Deltek vantagepoint
  • Firm Deleted Real-time
    Firm Deleted in Deltek vantagepoint
  • Firm Updated Real-time
    Firm Updated in Deltek vantagepoint
  • Transaction Posted Real-time
    Transaction Posted in Deltek vantagepoint
  • Journal Entry Posted (Polling)
    New posted journal entry in Vantagepoint
  • Marketing Campaign Created Real-time
    Marketing Campaign Created in Deltek vantagepoint
  • Marketing Campaign Deleted Real-time
    Marketing Campaign Deleted in Deltek vantagepoint
  • Marketing Campaign Updated Real-time
    Marketing Campaign Updated in Deltek vantagepoint
  • PSA Ledger Updated (Polling)
    PSA Ledger Updated (Polling) in Deltek vantagepoint
  • Activity Created/Updated (Polling)
    Activity created/updated in Vantagepoint
  • Marketing Campaign Created/Updated (Polling)
    Marketing Campaign created/updated in Vantagepoint
  • Contact Created/Updated (Polling)
    Contact created/updated in Vantagepoint
  • Employee Created/Updated (Polling)
    Employee created/updated in Vantagepoint
  • Firm Created/Updated (Polling)
    Firm created/updated in Vantagepoint
  • Project Created/Updated (Polling)
    Project created/updated in Vantagepoint
  • User Created/Updated (Polling)
    User created/updated in Vantagepoint
  • Project Created Real-time
    Project Created in Deltek vantagepoint
  • Project Deleted Real-time
    Project Deleted in Deltek vantagepoint
  • Project Updated Real-time
    Project Updated in Deltek vantagepoint
  • Sales Invoice Posted (Polling)
    New posted sales invoices in Vantagepoint
  • Timesheet Posted (Polling)
    New posted timesheet in Vantagepoint

    • Any other trigger you can think up

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/updated Contacts Batch
    New or updated Contacts in Zoho CRM
  • New/updated Leads Batch
    New or updated Leads 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…

Deltek Vantagepoint
  • Custom action
    Custom action in Deltek Vantagepoint (Custom)
  • Absence Request
    Get Absense request data from Vantagepoint
  • Settings › Active Accounting Period
    Retrieve information about the active (or current) accounting period
  • Activities
    Verbs, Get, Add, List, Update Activities from Vantagepoint
  • Transactions › AP Vouchers
    Get, Add, Search, Delete, Update AP Vouchers from Vantagepoint
  • Settings › Banks
    List, Update, Add or Delete Bank in Vantagepoint
  • Transactions › Cash Receipts
    Retrieve or Create a cash receipt in/to Vantagepoint
  • Settings › Chart of accounts
    Retrieve, Update, List, Add or Delete Account in Vantagepoint
  • Settings › Lists
    Retrieve or Add options configured in a list within Vantagepoint
  • Contacts
    Get, Add, Search, Delete, Update Contacts from Vantagepoint
  • Contacts › Batch Create/Update Batch
    Batch Create/Update Contacts in Vantagepoint
  • Settings › Currency Codes
    List, Update, Add or Delete Currency code in Vantagepoint
  • Employees
    Get, Add, Search, List, Delete, Update Employees from Vantagepoint
  • Employees › Batch Create/Update Batch
    Batch Create/Update Employees in Vantagepoint
  • Employees › Credentials
    Get, Add, Search, Delete, Update Credentials from Vantagepoint
  • Employees › Education
    Get, Add, Search, Delete, Update Education from Vantagepoint
  • Employees › Project Experience
    Retrieve all projects linked to an employee
  • Employees › Skills
    Get, Add, Search, Delete, Update Skills from Vantagepoint
  • Settings › Exchange Rates
    List, Update, Add or Delete Exchange rate in Vantagepoint
  • Transactions › Employee Expenses
    Get, Add, Search, Delete, Update Employee Expenses from Vantagepoint (transaction centre only)
  • Transactions › Expense Payments
    Search, Add an expense payment to Vantagepoint
  • Firms
    Get, Add, Search, Delete, Update Firms from Vantagepoint
  • Firms › Addresses
    Get, Add, Search, Delete, Update Firm addresses from Vantagepoint
  • Firm › Addresses Batch Create/Update Batch
    Add, Update firms address records from Vantagepoint
  • Firms › Batch Create/Update Batch
    Batch Create/Update Firms in Vantagepoint
  • Settings › General Options
    Use this endpoint to retrieve general settings information about your current company.
  • List Companies an Employee is not associated with
    Retrieve all companies that can be associated with an employee currently in the Employees hub (not currently associated with employee./nListed companies cannot be assigned to employee record via API until associated with record in Vantagepoint Hub record via UI
  • Hub Associated Data Grids
    Manipulate data contained in associated data grids for hub records.
  • Hub Files
    Manipulate files for hub records.
  • Transactions › Journal Entries
    Get, Add, Search, Delete, Update Journals from Vantagepoint
  • Transactions › Labor Detail
    Search Labor detail entries from Vantagepoint
  • Transactions › PSA Ledger Tax Detail
    Search PSA Ledger tax entries from Vantagepoint
  • Marketing Campaigns
    Verbs, Get, Add, List, Update Marketing Campaigns from Vantagepoint
  • Settings › Organisation level formats
    Retrieve all configured organisation level formats from Vantagepoint
  • Organizations
    Retrieve all configured organizations from Vantagepoint
  • Transactions › Posting Batch
    Complete posting for transactions using batch number
  • Projects
    Get, Add, Search, Delete, Update Projects from Vantagepoint
  • Projects › Batch Create/Update Batch
    Batch Create/Update Projects in Vantagepoint
  • Transactions › PSA Ledger
    Search PSA Ledger entries from Vantagepoint
  • Transactions › Sales Invoices
    Get, Add, Search, Delete, Update Sales Invoices from Vantagepoint
  • Settings › Roles
    Retrieve all configured user roles from Vantagepoint
  • Settings › System formats
    Retrieve all configured formats from Vantagepoint
  • Settings › Tax Codes
    List, Update, Add or Delete Tax code in Vantagepoint
  • Timesheet Request
    Get Timekeeper data from Vantagepoint
  • Transactions › Timesheets
    Get, Add, Search, Delete, Update Timesheets from Vantagepoint (transaction centre only)
  • User defined hubs › Batch Create/Update Batch
    Batch Create/Update User defined hub in Vantagepoint
  • Users
    Verbs, Get, Add, List, Update Users from Vantagepoint
  • User defined hubs
    Get, Add, Search, Delete, Update User defined hubs from Vantagepoint
  • Transactions › Vendor Payments
    Search, Add a vendor payment to Vantagepoint

    • 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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  • Speed
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