Integrate Zoho Notebook with Mercately
Send information between Zoho Notebook and Mercately automatically, without writing any code, using Zoho Flow.
Build your own integrations between Zoho Notebook and Mercately
Connect Zoho Notebook 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 Zoho Notebook and Mercately using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Notecard updated
Triggers when the details of an existing notecard are updated
Notecard created or updated
Triggers when a new notecard is created or the details of an existing notecard are updated
Notebook created
Triggers when a new notebook is created
Notecard created
Triggers when a new notecard is created in the selected notebook
Customer created
Triggers when a new customer is created
All Actions - Actions are the automated tasks
Create notebook
Creates a new notebook
Create notecard
Creates a new notecard in the selected notebook
Share notecard
Shares an existing notecard with the specified email address
Create collection
Creates a new collection
Share notebook
Shares an existing notebook with the specified email address
Move notecards to collection
Moves an existing notecard to the collection
Move notecards to another notebook
Moves an existing notecard to another notebook
Update notebook
Update the details of an existing notebook
Fetch notecard
Fetches the details of a notecard by search term
Fetch notebook by name
Fetches the details of a notebook using name
Fetch notebook by ID
Fetches the details of a notebook using ID
Fetch notecard by ID
Fetches the details of a notecard using its unique 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 Notebook?
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.
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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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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