Triggers

Add Members to Project

Data sent to Zoho CRM, when the user adds one or more members to a specific project.

New Task

Data sent to Zoho CRM, when the user creates a new task in the project.

Create Task Comment

Data sent to Zoho CRM, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to Zoho CRM, when the user added a new comment.

New Activity

Data sent to Zoho CRM, when the user performs any activity.

New Task Activity

Data sent to Zoho CRM, when the user performs any activity on the particular task of the project.

Actions

Create/Update Contact

Adds a new contact. Can be used to update an existing one too.

Create/Update Module Entry

Advanced feature: adds data to a specific module. Can be used to update an existing module entry too.

Create/Update Lead

Adds a new lead. Can be used to update an existing one too.

Create/Update Event

Adds an activity to the Events module. Can be used to update an existing activity too.