Integrate Zoho CRM with Noko
Send information between Zoho CRM and Noko automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create Noko projects for deals in Zoho CRM
Every time a new deal is added in Zoho CRM, this flow creates a project in Noko. This way, you can easily coordinate with your team on activities related to the deals and also keep track of how soon you are completing them.
How it works
1. A new deal is added in Zoho CRM.
2. Zoho Flow creates a project in Noko.
Create Noko projects for deals in Zoho CRM
Zoho CRM + Noko
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Supported triggers and actions
Integrate Zoho CRM and Noko using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
New module
Triggers when a new module is created
Entry created or updated
Triggers when a record entry is created or updated
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
New note
Triggers when a new note is added
New user
Triggers when a new user is created
New contact
Triggers when a new contact is created
Invoice paid
Triggers when an invoice is paid
New expense
Triggers when a new expense is created
New invoice
Triggers when a new invoice is created
New entry
Triggers when a new entry is created
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Add user
Adds a new user
Send email template
Sends an email to the specified users
Send mail merge
Sends a mail merge with details of the selected record
Remove tags
Removes tags from the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Un-enroll cadence
Un-enrolles a record from the cadence
Enroll cadence
Enrolls an existing record to a cadence
Draft email
Drafts an email for the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Convert lead to contact
Converts a lead to a contact
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create project
Creates a new project
Create expense
Creates a new expense
Create entry
Creates a new entry
Mark invoice as paid
Marks a specific invoice as paid
Mark invoice as unpaid
Marks a specific invoice as unpaid
Fetch invoice
Fetches an invoice by reference
Fetch user
Fetches a user by email
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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What is Noko?
Noko is a time tracking application with reports and invoicing. You can enable timesheet approval, categorize activities with tags, and track all your expenses without any installation .
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CEO, OpIndia
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