SysAid and Zoho CRM integrations and automations

Seamlessly connect SysAid 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

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Triggers

When this happens…

SysAid
  • Service Record Created - Advanced Real-time
    Fires when a new service record is created in SysAid containing a raw JSON of data.
  • Service Record Created - Standard Real-time
    Fires when a new service record is created in SysAid containing a standard list of properties.
  • Service Record Updated - Advanced Real-time
    Fires when a service record is updated in SysAid containing a raw JSON of data.
  • Service Record Updated - Standard Real-time
    Fires when a service record is updated in SysAid containing a standard list of properties.

    • 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…

SysAid
  • Custom action
    Custom action in SysAid (Custom)
  • Add Agent to Groups
    Add a specific Agent to one or more existing user groups in your SysAid account.
  • Add End User to Groups
    Add a specific end user to one or more existing user groups in your SysAid account.
  • Add Activity to a Service Record
    Add a time-tracked activity entry to an existing service record. Activities typically represent work performed, such as troubleshooting, communication, or on-site visits. To learn more about activities.
  • Add a Note to a Service Record
    Add an internal or public note to an existing service record.
  • Convert Agent to End User
    Convert an existing Agent into an End user. This action removes the Agent's elevated permissions and system roles, effectively transitioning them to a standard user profile. Admin group memberships, roles, and access rights associated with the Agent role will be removed as part of this conversion.
  • Convert End User to Agent
    Convert an existing end user into an Agent. This action grants the user agent-level permissions and enables them to be assigned to service records, join support groups, and access agent-only functionality. Group memberships, roles, and access rights associated with the agent role will be removed as part of this conversion.
  • Create a New Agent
    Create a new IT Agent user in your SysAid account. This person will be able to access and manage service records.
  • Create a New Asset
    Create a new asset in your SysAid account
  • Create a New Attachment
    Finalize new attachment creation after the initial call to generate_presigned_url. The is the 3rd call made by the client in the creation flow (1st is generating a presigned URL, 2nd - uploading the object to storage using the presigned URL).
  • Create a New Configuration Item (CI)
    Creates a new Configuration Item (CI)
  • Create a CI Relation Type
    Create a new CI relation type
  • Create a New Company
    Create a new company in your SysAid account.
  • Create a New End User
    Creates a new end user in your SysAid account.
  • Create a New Group
    Creates a new user group in your SysAid account.
  • Create a CI Relation For a Given CI ID
    Creates a CI relation for a given CI ID
  • Create a Service Record
    Create a new service record (ticket) in your SysAid account.
  • Delete Agent
    Permanently delete an Agent from your SysAid account using their unique ID. This action is irreversible. Once deleted, the Agent's data cannot be recovered. Use this endpoint with caution to remove agents who no longer require access to the system.
  • Delete Asset by ID
    Delete an asset from your SysAid account, this action is irreversible
  • Delete a CI by ID
    Delete a CI using it's ID. All links that use this CI will be removed. Once deleted, the data cannot be recovered
  • Delete a CI Relation Type by ID
    Delete the CI relation type. All CI links that use this relation type will be removed. Once deleted, the data cannot be recovered
  • Delete Company by ID
    Delete a company by its ID.
  • Delete End User
    Permanently delete an end user from your SysAid account using their unique ID. This action is irreversible. Once deleted, the end users' data cannot be recovered. Use this endpoint with caution to remove users who no longer require access to the system.
  • Delete a CI Relation For a Given CI ID
    Permanently deletes a CI relation for a given CI using its unique ID
  • Delete a Service Record
    Permanently deletes a service record using its unique ID. This action is irreversible and will remove the record and all associated data from your SysAid account. Deleting a service record may affect reporting, audit trails, or related workflows.
  • Generates a Presigned URL for an Attachment Upload
    The 1st step in the new attachment creation flow - a request to generate a presigned URL. that the client can use to upload an attachment.
  • Get Agent by ID
    Retrieve detailed information about a specific Agent using their unique SysAid ID.
  • Get List of Agents
    Retrieve a paginated list of agents in your account. Each agent record includes personal details, contact information, role-specific attributes, group membership, and company association.
  • Get Asset by ID
    Retrieve an Asset by ID
  • Get List of Assets
    Retrieve a paginated list of assets in your SysAid account.
  • Get Category Hierarchy
    Returns a hierarchical list of categories.
  • Get Configuration Item (CI) by ID.
    Retrieve a Configuration Item (CI) by ID.
  • Get CI Relation Types
    Retrieve a list of CI relation types configured in SysAid
  • Get CI Relations for a Specific CI by ID
    Retrieve all CI relations for a specific CI by its ID
  • Get List of Configuration Item (CI) Subtypes by CI Type ID.
    Retrieve a list of all available Configuration Item (CI) subtypes for the specific CI type.
  • Get List of Configuration Item (CI) Types.
    Retrieve a list of Configuration Item (CI) types.
  • Get List of Configuration Items (CIs)
    Retrieves a list of Configuration Items (CIs) from your SysAid CMDB.
  • Get List of Companies
    Retrieve a list of all companies configured in your SysAid account.
  • Get Company by ID
    Retrieve a company by its ID.
  • Get End User by ID
    Retrieve detailed information about a specific end user using their unique SysAid ID.
  • Get List of End Users
    Retrieve a paginated list of end users in your SysAid account.
  • Get Group by ID
    Retrieve detailed information about a specific group using its unique ID.
  • Get Group Members
    Retrieve a list of all users assigned to a specific group by its unique ID.
  • Get List of Groups
    Retrieve a list of all user groups in your SysAid account.
  • Get Indexes
    Retrieve a list of available field indexes used across SysAid entities (such as service records, users, assets, etc.). Use this endpoint to dynamically discover which fields can be used for building advanced queries or filters in your integration.
  • Get a Service Record by ID
    Retrieve the full details of a specific service record using its unique SysAid ID.
  • Get Service Record's Action Items
    Allows to retrieve service record's action items.
  • Get Service Record Template by ID
    Get a service record template by ID.
  • Get Service Record Template by Service Record ID
    Get a template by the service record ID.
  • Remove Agent from Groups
    Remove a specific Agent from one or more user groups. Removing an agent from all groups may affect their access permissions and assignment behavior.
  • Remove End User from Groups
    Remove a specific End User from one or more user groups.
  • Resolve a Service Record
    Mark a service record as resolved. Use this endpoint to update the status of an open ticket to indicate that the issue has been addressed.
  • Search Service Records by Specific Parameters
    Search for service records based on filters, fields or customized query parameters. You can filter records using fields such as status, category, priority, assigned group or agent, creation date, and more.
  • Send a Message from a Service Record
    Send an email notification directly from a specific service record to an end user or agent.
  • Update Agent Details
    Update the details of an existing Agent identified by their SysAid ID. The new values provided will overwrite existing values.
  • Update an Asset
    Update the details of an existing asset. Existing fields will be overwritten with newly provided information
  • Update the Configuration Item (CI) by ID
    Update the Configuration Item (CI) by ID
  • Update a CI Relation Type by ID
    Updates the CI relation type. Note: Only custom CI relation types can be updated. Standard CI relation types can't be updated
  • Update a Company
    Update the details of an existing company in your SysAid account.
  • Update End User Details
    Update the details of an existing end user identified by their SysAid ID. The new values provided will overwrite existing values.
  • Update Service Record Details
    Update the details of an existing service record using its unique SysAid ID.
  • Updates An Action Item Status
    Allows to update the service record's action item status.

    • 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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