Xemplo and Zoho CRM integrations and automations

Seamlessly connect Xemplo 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…

Xemplo
  • New or updated record Real-time
    Select an event.

    • 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…

Xemplo
  • Custom action
    Custom action in Xemplo (Custom)
  • Create assignment
    Create assignment in Xemplo
  • Create company
    Create company in Xemplo
  • Create company user
    Create company user in Xemplo
  • Create engagement
    Create engagement in Xemplo
  • Create onboarding
    Create onboarding in Xemplo
  • Create timesheet
    Create timesheet in Xemplo
  • Get assignment
    Gets an assignment in Xemplo by unique ID
  • Get company
    Gets a company in Xemplo by unique ID
  • Get company user
    Get a company user in Xemplo
  • Search company users
    Search company users in Xemplo
  • Get course enrolment
    Gets a course enrolment in Xemplo by course enrolment ID
  • Get credential
    Gets an active credential in Xemplo by unique ID
  • Get engagement
    Gets an existing engagement in Xemplo by unique id
  • Get invoice
    Gets an existing invoice in Xemplo by unique id
  • Get invoice pdf
    Gets an invoice pdf
  • Get RCTI
    Gets an existing RCTI in Xemplo by unique ID
  • Get work right
    Gets a work right in Xemplo by unique ID
  • Get worker
    Gets a worker in Xemplo by unique worker ID
  • Get worker course enrolments
    Gets a list of course enrolments related to a worker in Xemplo
  • Get worker credentials
    Gets the list of active credentials for specified worker ID in Xemplo
  • Get worker work rights
    Gets a list of work rights for a specified worker by unique worker ID in Xemplo
  • Register assignment rate change
    Register assignment rate change
  • Search assignments
    Search assignments in Xemplo
  • Search companies
    Search companies in Xemplo
  • Search credentials
    Search credentials in Xemplo
  • Search engagements
    Search engagements in Xemplo
  • Search invoices
    Search invoices in Xemplo
  • Search positions
    Search positions in Xemplo
  • Search rate templates
    Search rate templates
  • Search RCTIs
    Searches RCTIs in Xemplo
  • Search workers
    Searches workers in Xemplo
  • Search workflows
    Search workflows in Xemplo
  • Update assignment
    Updates assignment in Xemplo
  • Update company
    Update company in Xemplo
  • Update worker credential
    Update worker credential in Xemplo
  • Update invoice
    Update invoice in Xemplo
  • Update RCTI
    Update RCTI in Xemplo
  • Update worker
    Update worker in Xemplo
  • Upload back page of worker's credential
    Upload back page of worker's credential in Xemplo
  • Upload front page of worker's credential
    Upload front page of worker's credential in Xemplo

    • 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

One platform

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