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Integrate Zoho CRM with Saasu
Send information between Zoho CRM and Saasu automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Saasu for the latest closed deals in Zoho CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Saasu for every finalised deal in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice with item layout and inventory items in Saasu.
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Create an invoice in Saasu for the latest closed deals in Zoho CRM
Zoho CRM + Saasu
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Build your own integrations between Zoho CRM and Saasu
Connect Zoho CRM and Saasu with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and Saasu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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Updated module entry
Triggers when an entry is updated in the selected module
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New lead
Triggers when a new lead is created
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New user
Triggers when a new user is created
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New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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Updated deal
Triggers when an existing deal is updated
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New module
Triggers when a new module is created
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Entry created or updated
Triggers when a record entry is created or updated
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New note
Triggers when a new note is added
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User created or updated
Triggers when the details of an existing user are created or updated
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Contact updated
Triggers when the details of an existing contact are updated
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New item
Triggers when a new item is created
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New contact
Triggers when a new contact is created
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New invoice
Triggers when a new invoice is created
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New company
Triggers when a new company is created
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New purchase order
Triggers when a new purchase order is created
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New activity
Triggers when a new activity is created
All Actions - Actions are the automated tasks
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Send mail merge
Sends a mail merge with details of the selected record
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Draft email template
Drafts an email based on the selected template
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Update module entry
Updates the specified module entry
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Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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Send email template
Sends an email to the specified users
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Convert lead to contact
Converts a lead to a contact
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Add user
Adds a new user
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Add tags
Adds tags to the specified record
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Remove tags
Removes tags from the specified record
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Raise signal
Raises a signal to Zoho CRM
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Add note
Adds a note to the selected module
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Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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Update related module entry
Relates an entry in this module with an entry in another module
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Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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Update user
Updates the details of an existing user based on user ID
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Fetch email template
Fetches an email template by name
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Fetch lead
Fetches a lead by email address or unique ID
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Fetch account
Fetches an account by its name or unique ID
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Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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Fetch event
Fetches an event by its title or unique ID
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Fetch user
Fetches the details of an existing user by name or email address
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Clone module entry
Clones an existing module entry
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Fetch inventory template
Fetches an inventory template using ID
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Cancel call
Cancels a event
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Delete module entry
Deletes the specified entry
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Fetch product
Fetches a product by its name or unique ID
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Fetch module entry
Fetches a module entry by the specified values
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Create contact
Creates a new contact
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Create account
Creates a new account
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Create item
Creates a new item
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Create journal
Creates a new journal
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Create inventory adjustment
Creates a new inventory adjustmemt
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Create company
Creates a new company
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Create service invoice
Creates a new invoice with service layout
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Create activity
Creates a new activity
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Create item invoice
Creates a new invoice with item layout and inventory items
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Fetch contact
Fetches details of the selected contact
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Update journal
Updates the details of an existing journal
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Update activity
Updates the details of an existing activity
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Update account
Updates the details of an existing account
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Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
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Update inventory adjustment
Updates the details of an existing inventory adjustment
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Update company
Updates the details of an existing company
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Update contact
Updates details of the selected contact
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Fetch Invoice
Fetches details of the selected invoice
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Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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.
Similar apps
What is Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
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