Zoho CRM
Workato
Connect SysAid with Zoho CRM Via our embedded Workato offering to streamline your IT workflows and automations.
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Overview
Connect SysAid to Zoho CRM to automate end-to-end workflows that reduce manual work and improve cross-team collaboration.
Build precisely the integration you need—entirely within SysAid, using a no-code, drag-and-drop experience to listen to events, invoke supported actions, and exchange and transform data with custom logic, configurable mappings, field-level enrichment, and real-time or scheduled execution.
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Key capabilities
- Configurable mappings, transformations, and field-level enrichment for precise data sync.
- Real-time or scheduled automation with conditional logic and multi-step sequences.
- Built-in monitoring, retries, and permissions—managed in SysAid.
- Utilize the below triggers and actions in the integration you build.
Popular use cases
You can customize to fit you specific needs
Available triggers and actions in Zoho CRM
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Triggers
- New account
- New call
- New case
- New contact
- New invoice
- New custom object
- New standard object
- New deal
- New/updated Contacts
- New/updated Leads
- New vendor
- New/updated custom object
- New/updated standard object
- New or updated account
- New or updated call
- New or updated case
- New or updated contact
- New or updated lead
- New or updated deal
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Actions
- Custom action
- Relate a member to campaign
- Batch create custom objects
- Batch create standard objects
- Batch update custom objects
- Batch update standard objects
- Batch upsert custom objects
- Batch upsert standard objects
- Bulk create custom objects
- Bulk create standard objects
- Bulk update custom objects
- Bulk update standard objects
- Bulk upsert custom objects
- Bulk upsert standard objects
- Search records using COQL query
- Create account
- Create campaign
- Create contact
- Create invoice
- Create lead
- Create deal
- Create vendor
- Delete custom object
- Delete standard object
- Get lead by ID
- Get object by ID
- Search accounts
- Search campaigns
- Search contacts
- Search invoice
- Search leads
- Search custom objects
- Search standard objects
- Search deals
- Search products
- Search vendors
- Update account
- Update campaign
- Update contact
- Update invoice
- Update lead
- Update deal
- Update vendor
- Upsert custom object
- Upsert standard object
Available triggers and actions in SysAid
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Triggers
- Add Activity to a Service Record
- Add Agent to Groups
- Add End User to Groups
- Add a Note to a Service Record
- Convert Agent to End User
- Convert End User to Agent
- Create a New Agent
- Create a New Asset
- Create a New Attachment
- Create a New End User
- Create a New Group
- Create a Service Record
- Delete Agent
- Delete Asset by ID
- Delete End User
- Delete a Service Record
- Generates a Presigned URL for an Attachment Upload
- Get Agent by ID
- Get Asset by ID
- Get Category Hierarchy
- Get End User by ID
- Get Group Members
- Get Group by ID
- Get Indexes
- Get List of Agents
- Get List of Assets
- Get List of CIs
- Get List of Companies
- Get List of End Users
- Get List of Groups
- Get Service Record Template by ID
- Get Service Record Template by Service Record ID
- Get Service Record's Action Items
- Get a Service Record by ID
- Remove Agent from Groups
- Remove End User from Groups
- Resolve a Service Record
- Search Service Records by Specific Parameters
- Send a Message from a Service Record
- Update Agent Details
- Update End User Details
- Update Service Record Details
- Update an Asset
- Updates An Action Item Status
- Build your own SysAid Public API action with a HTTP request
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Actions
- Create ticket from events
- Update ticket details, attachments, or comments
- Add notes/comments to keep conversations aligned
- Change status and assignments automatically
- Service Record Created (Real-time)
- Service Record Updated (Real-time)