Integrate Aero Workflow with Mercately
Send information between Aero Workflow and Mercately automatically, without writing any code, using Zoho Flow.
Build your own integrations between Aero Workflow and Mercately
Connect Aero Workflow and Mercately with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Aero Workflow and Mercately using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Customer created
Triggers when a new customer is created
All Actions - Actions are the automated tasks
Create email
Creates a new email
Create appointment
Creates a new appointment
Create company
Creates a new company
Create task
Creates a new task
Create contact
Creates a new contact
Fetch contact
Fetches details of an existing contact by ID
Create deal
Creates a new deal
Create customer
Creates a new customer
Update deal
Updates the details of an existing deal
Update customer
Updates the details of an existing customer
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch deal by ID
Fetches the details of an existing deal using ID
Fetch customer using search parameter
Fetches the details of an existing customer using search parameter
What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
What is Mercately?
Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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