Integrate OpenAI with Zoho CRM
Send information between OpenAI and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate OpenAI and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New user
Triggers when a new user is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
Updated module entry
Triggers when an entry is updated in the selected module
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
All Actions - Actions are the automated tasks
Generate tweet
Generates tweet based on the given topic
Generate email reply
Generates an email reply for the given email
Generate story
Generates a story based on the given content
Create product description
Creates a product description
Rephrase text
Rephrases the given text
Check moderation
Verifies if text is potentially harmful and returns a score between 0-10
Format address
Converts the raw address text or JSON objects into a standard, formatted address string
Generate headline
Generates a headline based on the given content
Create completion
Creates an OpenAI completion for the provided prompt and parameters (supports models such as "text-ada-001" and "text-curie-001")
Parse human date
Converts natural text (“next Friday”, “3 weeks ago”) into exact date
Convert list to delimited string
Converts a list of entries given to comma separated values
Summarise text
Summarises the given text
Label email
Labels the given email
Html to text
Removes the html tags and other elements and returns the text content
Extract first and last name
Extracts first and last names from the full name
Rewrite for Readability Score
Converts the text to a high readable text
Generate subject line
Creates a concise and engaging email subject line based on the text for email, task, etc
Extract JSON from text
Extracts the JSON from given text or table
Generate an email body
Generates an email body for the given content
Convert word to digits
Converts the given words to numbers. E.g., Returns thousand as 1000
Slugify text
Converts text to slug
Assess urgency level
Analyzes text (e.g., a support ticket) and returns a label such as High, Medium, or Low urgency for priority queue assignment
Create chat completion
Creates a model response for a given chat conversation using models such as GPT3.5 Turbo, GPT 4, and others
Reply to review
Creates a reply to a review
Mask sensitive data
Removes/hides email, phone, or numeric IDs in text
Extract URL
Extracts URL from the given data
Generate title
Generates title based on the given text
Create hashtags for social post
Generates a list of relevant, trending, or industry-specific hashtags based on a social media caption input
Verify compliance with usage policies
Checks whether the content entered complies with OpenAI's usage policies
Verify data accuracy
Compares a piece of text against a simple knowledge base (or general knowledge) to flag potential factual errors before publication
Identify language of text
Identifies the ISO code (e.g., "en," "es," "fr") for the primary language in a message
Punctuate text
Punctuates the given text
Generate essay
Generates an essay based on the content
Convert the text to title case
Converts the given text to title case
Update related module entry
Relates an entry in this module with an entry in another module
Enroll cadence
Enrolls an existing record to a cadence
Raise signal
Raises a signal to Zoho CRM
Update module entry
Updates the specified module entry
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Un-enroll cadence
Un-enrolles a record from the cadence
Add note
Adds a note to the selected module
Draft email
Drafts an email for the selected record
Convert lead to contact
Converts a lead to a contact
Send mail merge
Sends a mail merge with details of the selected record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Add user
Adds a new user
Add tags
Adds tags to the specified record
Update user
Updates the details of an existing user based on user ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is OpenAI?
OpenAI is an artificial intelligence research organization tool that provides a variety of AI-related projects and technologies, such as natural language processing, computer vision, and reinforcement learning.
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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Toto
Technical Engineer, Master Liveaboards
