JupiterOne and Zoho CRM integrations and automations

Seamlessly connect JupiterOne 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…

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…

JupiterOne
  • Create Graph Entity
    Creates a new entity in JupiterOne using the GraphQL createEntity mutation. Use the scope parameter to prevent managed integrations from creating duplicate entities.
  • Create Graph Relationship
    Creates a new relationship between two entities in JupiterOne using the GraphQL createRelationship mutation.
  • Download Dashboard PDF
    Downloads the rendered dashboard PDF bytes from a signed storage URL (from Get Latest Dashboard PDF Notification) and returns base64-encoded content suitable for email attachment steps.
  • Evaluate Rule
    Triggers an immediate evaluation of a JupiterOne alert rule using the GraphQL evaluateRuleInstance mutation. Evaluation runs asynchronously; the action returns the rule id when the evaluation has been accepted.
  • Evaluate Smart Class
    Triggers an immediate evaluation of a JupiterOne Smart Class using the GraphQL evaluateSmartClassRule mutation. By default evaluation runs asynchronously and the action returns when the evaluation has been accepted. Enable poll_for_completion to poll within Workato's per-action time limit (~150s); for longer evaluations use Get Smart Class Evaluation Status in a recipe repeat loop with fail_if_pending=false.
  • Execute J1QL Query
    Execute J1QL query using deferred response.
  • Export Dashboard PDF
    Invokes the invokeExportDashboardPdf GraphQL mutation. PDF rendering happens asynchronously server-side; pair with Get Latest Dashboard PDF Notification to retrieve the download link when ready.
  • Get Latest Dashboard PDF Notification
    Polls inAppNotifications for topic DASHBOARD_PDF_DOWNLOAD_SUCCESS, matching the configured dashboard name in body.message within a recency window. Returns the newest matching notification downloadLink.
  • Get Smart Class Evaluation Status
    Returns the current Smart Class rule evaluationStep and lastEvaluationEndOn from a single GraphQL query. Use in recipe repeat loops to wait for long-running evaluations without exceeding Workato per-action time limits.
  • List Integration Jobs
    Lists integration jobs for a JupiterOne integration instance using the GraphQL integrationJobs query. Use size=1 to fetch the most recent job (useful for detecting COMPLETED after sync finalize).
  • Update Graph Entity
    Updates an existing JupiterOne graph entity using the GraphQL updateEntityV2 mutation. Provide the entity _id and a JSON object of properties to add or update.

    • 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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