DuoCircle and Zoho CRM integrations and automations

Seamlessly connect DuoCircle 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

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Build powerful workflows, fast

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/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…

DuoCircle
  • Remove a Delegated Service Access account
    Remove a Delegated Service Access account in Duo circle customer API
  • Delete destination email service action.
    Delete destination email service action. in Duo circle customer API
  • Delete filter rule.
    Delete filter rule. in Duo circle customer API
  • Delete service's Recipients action.
    Delete service's Recipients action. in Duo circle customer API
  • Delete service's user's alias.
    Delete service's user's alias. in Duo circle customer API
  • Delete service's user's forward destination.
    Delete service's user's forward destination. in Duo circle customer API
  • Return account details.
    Return account details. in Duo circle customer API
  • Get a list of all Delegated Service Access accounts
    Get a list of all Delegated Service Access accounts in Duo circle customer API
  • Retrieve a Delegated Service Access account by username (email address)
    Retrieve a Delegated Service Access account by username (email address) in Duo circle customer API
  • Return services list.
    Return services list. in Duo circle customer API
  • Return service details.
    Return service details. in Duo circle customer API
  • Return service destinations list.
    Return service destinations list. in Duo circle customer API
  • Return service's filter list.
    Return service's filter list. in Duo circle customer API
  • Return service's filter detail by id.
    Return service's filter detail by id. in Duo circle customer API
  • Return service forward list.
    Return service forward list. in Duo circle customer API
  • Get recipient details.
    Get recipient details. in Duo circle customer API
  • Get a list of the user's aliases
    Get a list of the user's aliases in Duo circle customer API
  • Get service's user forward destination list.
    Get service's user forward destination list. in Duo circle customer API
  • Return service settings object.
    Return service settings object. in Duo circle customer API
  • Update recipient address
    Update recipient address in Duo circle customer API
  • Update service's user's forward destination status action.
    Update service's user's forward destination status action. in Duo circle customer API
  • Verify service's user's forward destination.
    Verify service's user's forward destination. in Duo circle customer API
  • Configure email service.
    Configure email service. in Duo circle customer API
  • Add a Delegated Service Access account
    Add a Delegated Service Access account in Duo circle customer API
  • Add destination email service action.
    Add destination email service action. in Duo circle customer API
  • Add service's filter rule.
    Add service's filter rule. in Duo circle customer API
  • Add service user action.
    Add service user action. in Duo circle customer API
  • Add service's user's alias.
    Add service's user's alias. in Duo circle customer API
  • Add service's user forward destination.
    Add service's user forward destination. in Duo circle customer API
  • Update a Delegated Service Access account
    Update a Delegated Service Access account in Duo circle customer API
  • Update service's filter rule.
    Update service's filter rule. in Duo circle customer API

    • 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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