

Integrate Zoho FSM with Mercately
Send information between Zoho FSM and Mercately automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Zoho FSM and Mercately using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New module entry
Triggers when a new module entry is added

Updated module entry
Triggers when the details of an existing module entry is updated

Customer created
Triggers when a new customer is created
All Actions - Actions are the automated tasks

Create module entry
Creates a new entry in the selected module

Update module entry
Updates the details of an existing record by entry ID

Fetch module entry
Fetches the details of an existing record by entry 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 Zoho FSM?
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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