Integrate Zoho CRM with Encircle
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Supported triggers and actions
Integrate Zoho CRM and Encircle using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Updated module entry
Triggers when an entry is updated in the selected module
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
Property claim room note created
Triggers when a new note is added to a room within a property claim
Property claim updated
Triggers when the details of an existing property claim are updated
Property claim note created
Triggers when a new note is added to a property claim
Property claim created
Triggers when a new property claim is created
All Actions - Actions are the automated tasks
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Update module entry
Updates the specified module entry
Update user
Updates the details of an existing user based on user ID
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.
Send mail merge
Sends a mail merge with details of the selected record
Draft email
Drafts an email for the selected record
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Add note
Adds a note to the selected module
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
Add user
Adds a new user
Add tags
Adds tags to the specified record
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
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Fetch account
Fetches an account by its name 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 contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
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 lead
Fetches a lead by email address or unique ID
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
Assign user to property claim
Assigns the specified user to a property claim
Create property claim
Creates a new property claim
Create property claim room
Creates a new room in an existing property claim
Create property inspection
Creates a new property inspection
Create property claim room note
Creates a new property claim room note
Create property inspection room
Creates a new room in an existing property inspection
Create property claim note
Creates a new note in an existing property claim
Create property claim structure
Creates a new structure in an existing property claim
Create property inspection structure
Creates a new structure in an existing property inspection
Assign user to property inspection
Assigns the specified user to a property inspection
Update property claim room note
Updates the details of an existing property claim room note
Update property inspection
Updates the details of an existing property inspection
Update property claim note
Updates the details of an existing property claim note
Update property claim
Updates the details of an existing property claim
Fetch property claim room note
Fetches the details of an existing property claim room note using its ID
Fetch property inspection
Fetches the details of an existing property inspection using its ID
Fetch property claim note
Fetches the details of an existing property claim note using its ID
Fetch property claim
Fetches the details of an existing property claim using its ID
What is Zoho CRM?
What is Encircle?
Encircle is a comprehensive field documentation solution that lets you visually document and present high-quality reports to your office.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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