Do everything in one place
Customize your Code42 Incydr and Zoho CRM integration with the following
triggers and actions.
Triggers
When this happens…
Code42 Incydr
- New AlertsChecks for new alerts.
- New File EventsChecks for new file events from your saved search query.
Any other trigger you can think up
Zoho CRM
- New accountNew account in Zoho CRM
- New callNew call in Zoho CRM
- New caseNew case in Zoho CRM
- New contactNew contact in Zoho CRM
- New invoiceNew invoice in Zoho CRM
- New custom objectNew custom object in Zoho CRM
- New standard objectNew standard object in Zoho CRM
- New dealNew deal in Zoho CRM
- New vendorNew vendor in Zoho CRM
- New/updated custom objectNew/updated custom object in Zoho CRM
- New/updated standard objectNew/updated standard object in Zoho CRM
- New or updated accountNew or updated account in Zoho CRM
- New or updated callNew or updated call in Zoho CRM
- New or updated caseNew or updated case in Zoho CRM
- New or updated contactNew or updated contact in Zoho CRM
- New or updated leadNew or updated lead in Zoho CRM
- New or updated dealNew or updated deal in Zoho CRM
Any other trigger you can think up
Actions
Do this…
Code42 Incydr
- Add to legal hold matterAdd to legal hold matter in Code 42
- Add users to watchlistAdd users to watchlist in Code 42
- Block userBlock user in Code 42
- Create caseCreate case in Code 42
- Create userCreate user in Code 42
- Create watchlistCreate watchlist in Code 42
- Custom actionCustom action in Code42
- Deactivate userDeactivate user in Code 42
- Get alert detailsGet alert details in Code 42
- Get all watchlist membersGet all watchlist members in Code 42
- Get all watchlistsGet all watchlists in Code 42
- Get detection list profileGet detection list profile in Code 42
- Get user risk profileGet user risk profile in Code 42
- Get users on watchlistGet users on watchlist in Code 42
- Get watchlistGet watchlist in Code 42
- Get watchlist memberGet watchlist member in Code 42
- Reactivate userReactivate user in Code 42
- Remove departing employeeRemove departing employee in Code 42
- Remove from legal hold matterRemove from legal hold matter in Code 42
- Remove high risk employeeRemove high risk employee in Code 42
- Remove users from watchlistRemove users from watchlist in Code 42
- Search file eventsSearch file events in Code 42
- Unblock userUnblock user in Code 42
- Update alert stateUpdate alert state in Code 42
- Update caseUpdate case in Code 42
- Update detection list user notesUpdate detection list user notes in Code 42
- Update user risk profile end dateUpdate user risk profile end date in Code 42
- Update user risk profile notesUpdate user risk profile notes in Code 42
- Update user risk profile start dateUpdate user risk profile start date in Code 42
Any other action you can think up
Zoho CRM
- Custom actionCustom action in Zoho CRM (Custom)
- Relate a member to campaignRelate a member to campaign in Zoho CRM
- Batch create custom objects BatchBatch create custom objects in Zoho CRM
- Batch create standard objects BatchBatch create standard objects in Zoho CRM
- Batch update custom objects BatchBatch update custom objects in Zoho CRM
- Batch update standard objects BatchBatch update standard objects in Zoho CRM
- Batch upsert custom objects BatchBatch upsert custom objects in Zoho CRM
- Batch upsert standard objects BatchBatch upsert standard objects in Zoho CRM
- Bulk create custom objectsBulk create custom objects in Zoho CRM
- Bulk create standard objectsBulk create standard objects in Zoho CRM
- Bulk update custom objectsBulk update custom objects in Zoho CRM
- Bulk update standard objectsBulk update standard objects in Zoho CRM
- Bulk upsert custom objectsBulk upsert custom objects in Zoho CRM
- Bulk upsert standard objectsBulk upsert standard objects in Zoho CRM
- Search records using COQL querySearch records using COQL query in Zoho CRM
- Create accountCreate account in Zoho CRM
- Create campaignCreate campaign in Zoho CRM
- Create contactCreate contact in Zoho CRM
- Create invoiceCreate invoice in Zoho CRM
- Create leadCreate lead in Zoho CRM
- Create dealCreate deal in Zoho CRM
- Create vendorCreate vendor in Zoho CRM
- Delete custom objectDelete custom object in Zoho CRM
- Delete standard objectDelete standard object in Zoho CRM
- Get lead by IDGet lead by ID in Zoho CRM
- Get object by IDGet object by ID in Zoho CRM
- Search accounts BatchSearch accounts in Zoho CRM
- Search campaigns BatchSearch campaigns in Zoho CRM
- Search contacts BatchSearch contacts in Zoho CRM
- Search invoiceSearch invoice in Zoho CRM
- Search leads BatchSearch leads in Zoho CRM
- Search custom objectsSearch custom objects in Zoho CRM
- Search standard objectsSearch standard objects in Zoho CRM
- Search deals BatchSearch deals in Zoho CRM
- Search products BatchSearch products in Zoho CRM
- Search vendors BatchSearch vendors in Zoho CRM
- Update accountUpdate account in Zoho CRM
- Update campaignUpdate campaign in Zoho CRM
- Update contactUpdate contact in Zoho CRM
- Update invoiceUpdate invoice in Zoho CRM
- Update leadUpdate lead in Zoho CRM
- Update dealUpdate deal in Zoho CRM
- Update vendorUpdate vendor in Zoho CRM
- Upsert custom objectUpsert custom object in Zoho CRM
- Upsert standard objectUpsert standard object in Zoho CRM
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work