Novade and Zoho CRM integrations and automations

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

Triggers

When this happens…

Novade
  • New files (polling)
    New files in Novade
  • New person (polling)
    New person event in Novade
  • New person (real-time) Real-time
    New person event in Novade
  • New records (polling)
    New records in Novade
  • New/Updated actions
    New/Updated actions in Novade
  • New/Updated defects
    New/Updated defects in Novade

    • 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 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…

Novade
  • Custom action
    Custom action in Novade (Custom)
  • Create activity template
    Create an activity template, on which activities are based (Database table: novadereports.tasktypes)
  • Create folder
    Create a new folder
  • Create form
    Create a form
  • Create ncr
    Create NCR in Novade
  • Create observation
    Create an observation.(Database table: novadesafety.observations)
  • Create or update activity completion item
    Create or update an activity completion item (item corresponding to the completion of an activity)
  • Create or update item custom field target
    Create or update item custom field target, i.e. target defined for a specific item custom field and a specific project, for numeric item custom fields only (Database table: novadereports.itemcustomfieldtargets)
  • Create person
    Create person in Novade
  • Delete person
    Delete a person profile in Novade (For Restricted Use Only)
  • Delete person in devicepeople
    Delete a listed name in Thermal Scanner Group (novaderesources.devicepeople)
  • Download file
    Download file from Novade
  • Get a booking by ID
    Get a booking given the associated Timekit booking ID
  • Get a case by ID
    Get a case by id in Novade
  • Get a comment by ID
    Get a comment by id in Novade
  • Get a contact by ID
    Get a contact by id in Novade
  • Get a defect by ID
    Get a defect by id in Novade
  • Get a location by ID
    Get a location by id in Novade
  • Get a project by ID
    Get a project by id in Novade
  • Get a ptw by ID
    Get a PTW by id in Novade
  • Get a site by ID
    Get a site by id in Novade
  • Get a unit by ID
    Get a unit by id in Novade
  • Get a unittype by ID
    Get a unit type by id in Novade
  • Get activity by ID
    Get activity by id in Novade
  • Get activity completions
    Get activity completions, i.e. items corresponding to the completion of some activities
  • Get activity template
    Get activity template(s), on which activities are based (Database table: novadereports.tasktypes)
  • Get all observations categories
    Retrieve all Observations Categories (that are set up in Project Centre > Safety-HSE > Observations Setup)
  • Get custom fields
    Get custom fields defined by the user and that can be used in any item of a report or of a master list of the setup (Database table: novadereports.customfields)
  • Get db container name
    Get database container name in Novade
  • Get item custom field
    Get item custom field, i.e. usages of custom fields in the template (ex: activity template) of items (ex: activities) that can be used in a site report (Database table: novadereports.itemcustomfields)
  • Get item custom field target
    Get item custom field target, i.e. target defined for a specific item custom field and a specific project, for numeric item custom fields only (Database table: novadereports.itemcustomfieldtargets)
  • Get latest files
    Retrieve the latest files metadata between assigned value in date & execution DateTime, and based on some filtering parameters (properties that exist in File object)
  • Get ncr by ID
    Get NCR by id in Novade
  • Get site
    Get site properties by ID
  • Get step
    Get some steps of the workflow of report/diary templates (Database table: novadereports.steps)
  • Get sum activity quantities
    Get the SUM of activity quantities
  • Get task by ID
    Get a task by id in Novade
  • Get the latest actions
    Retrieve the latest Actions (created and updated) between assigned value in date and execution DateTime.
  • Get the latest forms
    Retrieve the latest forms between assigned value in date & execution DateTime, and based on some filtering parameters (properties that exist in Form object).
  • Get the latest observations
    Retrieve the latest Observations (created and updated) between assigned value in date and execution DateTime.
  • Get the latest ptws
    Retrieve the latest PTWs (created and updated) between assigned value in date and execution DateTime.
  • Get the latest records
    Get the latest records in Novade
  • Get token
    Get token in Novade
  • Insert new activity
    Create a new Activity
  • Insert new location tracker event
    Insert new location tracker event in Novade
  • Insert new task
    Create a new task in Activity
  • Insert new temperature record
    Insert new temperature record in Novade
  • Insert new timecard
    Insert new timecard in Workforce
  • Insert temperature or location records in bulk
    Insert (in bulk) temperature or location records in Novade
  • List all activities
    List all Activities
  • List all comments
    List all comments in Novade
  • List all contacts
    List all contacts in Novade
  • List all locations
    List all locations in Novade
  • List all projects
    List all projects in Novade [GET /projects]
  • List all projects quality
    List all projects (quality) in Novade [GET /quality/projects]
  • List all report templates
    Get templates of site reports (Database table: novadereports.templates)
  • List all sites
    List all sites in Novade
  • List all tasks
    List all tasks in Novade (Activity)
  • List all units
    List all units
  • List all unittypes
    List all unit types in Novade
  • List companies
    List companies in Novade
  • List completed tasks
    List completed tasks in Novade
  • List groups
    List groups in Novade
  • List not completed tasks
    List not completed tasks in Novade
  • List people
    List people in Novade
  • Query devicepeople
    Get id matching groupid and personid in DevicePeople
  • Query devices info
    Get info in Devices
  • Send notification
    Send notification in Novade
  • Update a task
    Update a task in Activity
  • Update activity template
    Update an activity template, on which activities are based (Database table: novadereports.tasktypes)
  • Update an array of activity completions
    Update (in bulk) items corresponding to the completions of activities (Database table: novadereports.taskcompletions)
  • Update an array of activity templates
    Update (in bulk) an array of activity templates, on which activities are based (Database table: novadereports.tasktypes)
  • Update an array of item custom field targets
    Update (in bulk) targets defined for specific item custom fields and a specific project, for numeric item custom fields only (Database table: novadereports.itemcustomfieldtargets)
  • Update booking
    Update a specific booking's status and/or reason
  • Update csp access codes in bulk
    Update (in bulk) CSP Access Codes in Novade
  • Update devicegroups foreignid
    Post foreignID in DeviceGroups
  • Update devicepeople status
    Post status update in DevicePeople
  • Update file location
    Update the location(folder) of a file
  • Update a form
    Update a form in Novade
  • Upload files
    Upload files to Novade
  • Upload unittype drawing
    Add a drawing file in a unit type

    • 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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