Workato Embedded and Zoho CRM integrations and automations

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

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 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…

Workato Embedded
  • Custom action
    Custom action in Workato Embedded (Custom)
  • Add member to customer account
    Add Member to customer account in Workato Embedded
  • Copy custom role
    Copy Custom role in Workato Embedded customer account
  • Create API access profile
    Create API access profile in Workato Embedded customer account
  • Create API client
    Create API client in Workato Embedded customer account
  • Create API collection
    Create API collection in Workato Embedded customer account
  • Create connection
    Create Connection in Workato Embedded customer account
  • Create customer account
    Create Customer account in Workato Embedded
  • Create folder
    Create Folder in Workato Embedded customer account
  • Create recipe
    Create Recipe in Workato Embedded customer account
  • Add row
    Add Row in a lookup table in Workato Embedded customer account
  • Custom action (Deprecated)
    Custom action in Workato Embedded
  • Delete customer account
    Delete Customer account in Workato Embedded
  • Delete recipe
    Delete Recipe in Workato Embedded customer account
  • Delete row
    Delete Row from a lookup table in Workato Embedded customer account
  • Disable API access profile
    Disable API access profile in Workato Embedded customer account
  • Disable API endpoint
    Disable API endpoint in Workato Embedded customer account
  • Downgrade customer account (Deprecated)
    Downgrade Customer account in Workato Embedded
  • Download package
    Download Package in Workato Embedded
  • Enable API access profile
    Enable API access profile in Workato Embedded customer account
  • Enable API endpoint
    Enable API endpoint in Workato Embedded customer account
  • Export package by ID
    Export Package by ID from Workato Embedded
  • List API access profiles
    List API access profiles in Workato Embedded customer account
  • List API clients
    List API clients in Workato Embedded customer account
  • Get customer account by ID
    Get Customer account in Workato Embedded
  • Get customer account member by ID
    Get Customer account member by ID in Workato Embedded
  • Get package status
    Get Package status in Workato Embedded customer account
  • Get package details by ID
    Get Package details by ID in Workato Embedded
  • Get picklist values
    Get Picklist values in Workato Embedded customer account
  • Get recipe by ID
    Get Recipe by ID in Workato Embedded customer account
  • Get row by ID
    Get Row by ID from a lookup table in Workato Embedded customer account
  • List monthly usage
    List Monthly usage in Workato Embedded
  • Import package
    Import Package to Workato Embedded customer account
  • List account properties
    List Account properties in Workato Embedded customer account
  • List API collections
    List API collections in Workato Embedded customer account
  • Search API endpoints
    Search API endpoints in Workato Embedded customer account
  • List connections
    List Connections in Workato Embedded customer account
  • List connector metadata
    List Connector metadata in Workato Embedded
  • List customer account members
    List Customer account members in Workato Embedded
  • List customer accounts
    List Customer accounts in Workato Embedded
  • List folders
    List Folders in Workato Embedded customer account
  • List lookup tables
    List Lookup tables in Workato Embedded customer account
  • List recipes
    List Recipes in Workato Embedded customer account
  • List custom roles
    List Custom roles in Workato Embedded customer account
  • Lookup row
    Lookup Row from a lookup table in Workato Embedded customer account
  • Refresh API access profile token/secret
    Refresh API access profile token/secret in Workato Embedded customer account
  • Remove member from customer account
    Remove Member from customer account in Workato Embedded
  • Search public recipes
    Search Public recipes in Workato Embedded
  • Search rows
    Search Rows from a lookup table in Workato Embedded customer account
  • Start recipe
    Start Recipe in Workato Embedded customer account
  • Stop recipe
    Stop Recipe in Workato Embedded customer account
  • Update API access profile
    Update API access profile in Workato Embedded customer account
  • Update connection
    Update Connection in Workato Embedded customer account
  • Update customer account
    Update Customer account in Workato Embedded
  • Update customer account member
    Update Member in a customer account in Workato Embedded
  • Update recipe
    Update Recipe in Workato Embedded customer account
  • Update row
    Update Row in a lookup table in Workato Embedded customer account
  • Upgrade customer account (Deprecated)
    Upgrade Customer account in Workato Embedded
  • Upsert account property
    Upsert Account property in Workato Embedded customer account

    • 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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