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Customize your Quick Base secondary and Zoho CRM integration with the following triggers and actions.

Triggers

When this happens…

Quick Base secondary
  • New record
    New record in Quick Base secondary
  • New record Real-time
    New record in Quick Base secondary
  • Scheduled record search using query
    Scheduled record search using query in Quickbase
  • New/updated record
    New/updated record in Quick Base secondary
  • New/updated record Real-time
    New/updated record in Quick Base secondary
  • 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 deal
    New deal in Zoho CRM
  • New vendor
    New vendor 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

  • Show all 13

Actions

Do this…

Quick Base secondary
  • Custom action
    Custom action in Quick Base secondary (Custom)
  • Create record
    Create record in Quick Base secondary
  • Create and update records in bulk from CSV file Batch
    Create and update records in bulk from CSV file into Quick Base secondary
  • Delete record
    Delete record from Quick Base secondary
  • Download attachment
    Download attachment from Quick Base secondary
  • Update record
    Update record in Quick Base secondary
  • Get records from report in Quick Base
    Get records from report in Quick Base secondary
  • Delete records in a report
    Delete records in a report in Quick Base secondary
  • Search records
    Search for records in Quick Base secondary
  • Any other action you can think up

  • Show all 9
Zoho CRM
  • Custom action
    Custom action in Zoho CRM (Custom)
  • Relate a member to campaign
    Relate a member to campaign 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
  • Get lead by ID
    Get lead by ID in Zoho CRM
  • Search accounts
    Search accounts in Zoho CRM
  • Search campaigns
    Search campaigns in Zoho CRM
  • Search contacts
    Search contacts in Zoho CRM
  • Search invoice
    Search invoice in Zoho CRM
  • Search leads
    Search leads in Zoho CRM
  • Search deals
    Search deals in Zoho CRM
  • Search products
    Search products in Zoho CRM
  • Search vendors
    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
  • Any other action you can think up

  • Show all 25

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