GUIDEcx and Zoho CRM integrations and automations

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

Rating

4.9

Pre-built

150+

integrations

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…

GUIDEcx
  • Webhook Real-time
    Webhook in GUID ecx

    • 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…

GUIDEcx
  • Custom action
    Custom action in GUIDEcx (Custom)
  • Add customer team member to project
    Add customer team member to project in GUID ecx
  • Add internal team member to project
    Add internal team member to project in GUID ecx
  • Create project note
    Create project note in GUID ecx
  • Create task note
    Create task note in GUID ecx
  • Set initial project custom field value
    Set initial project custom field value in GUID ecx
  • Set initial task custom field value
    Set initial task custom field value in GUID ecx
  • Assign project tag to project
    Assign project tag to project in GUID ecx
  • Assign task tag to task
    Assign task tag to task in GUID ecx
  • Create custom field
    Create custom field in GUID ecx
  • Create milestone
    Create milestone in GUID ecx
  • Create pending project
    Create pending project in GUID ecx
  • Create project
    Create project in GUID ecx
  • Create project tag
    Create project tag in GUID ecx
  • Create task
    Create task in GUID ecx
  • Create task tag
    Create task tag in GUID ecx
  • Create time record
    Create time record in GUID ecx
  • Subscribe to webhook
    Subscribe to webhook in GUID ecx
  • Delete webhook
    Delete webhook in GUID ecx
  • Get milestone by ID
    Get milestone by ID in GUID ecx
  • Get milestone CSAT responses
    Get milestone CSAT responses in GUID ecx
  • Get milestones by project
    Get milestones by project in GUID ecx
  • Get note by ID
    Get note by ID in GUID ecx
  • Get notes by project
    Get notes by project in GUID ecx
  • Get notes by task
    Get notes by task in GUID ecx
  • Get project by ID
    Get project by ID in GUID ecx
  • Get project CSAT responses
    Get project CSAT responses in GUID ecx
  • Get project properties
    Get project properties in GUID ecx
  • Get project tags
    Get project tags in GUID ecx
  • Get task by ID
    Get task by ID in GUID ecx
  • Get task groups by project
    Get task groups by project in GUID ecx
  • Get task properties
    Get task properties in GUID ecx
  • Get user
    Get user in GUID ecx
  • Get webhook
    Get webhook in GUID ecx
  • List custom fields
    List custom fields in GUID ecx
  • List time categories
    List time categories in GUID ecx
  • List time records
    List time records in GUID ecx
  • List users
    List users in GUID ecx
  • List webhooks
    List webhooks in GUID ecx
  • Remove team member from project
    Remove team member from project in GUID ecx
  • Search milestones
    Search milestones in GUID ecx
  • List projects
    List projects in GUID ecx
  • Search Projects by Customer Email
    Search Projects by Customer Email in GUID ecx
  • List tasks
    List tasks in GUID ecx
  • List templates
    List templates in GUID ecx
  • Sum Time Records
    Sum Time Records in GUID ecx
  • Update custom field
    Update custom field in GUID ecx
  • Update project
    Update project in GUID ecx
  • Update project custom field value
    Update project custom field value in GUID ecx
  • Update project properties
    Update project properties in GUID ecx
  • Update task
    Update task in GUID ecx
  • Update task custom field value
    Update task custom field value in GUID ecx
  • Update task order
    Update task order in GUID ecx
  • Update task properties
    Update task properties in GUID ecx
  • Upsert Project Custom Field Batch
    This is an advanced action which will upsert a custom field or a merge tag to a project based on the custom field name. Merge tags are being deprecated and will be replaced with custom fields. This action will handle that mapping.

    • 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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