Free

Zoho CRM

Workato

Connect SysAid with Zoho CRM Via our embedded Workato offering to streamline your IT workflows and automations.


  • 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.

  • 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

  • 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
  • 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

  • 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
  • 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)
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