Hi, I need to create a Contact in Clio every time a Lead in Zoho CRM change its Lead status. The problem is how can I bring the note and attachment. The note maybe as another module but I can’t find the attachment anywhere.
Thanks a lot.
Hi, I need to create a Contact in Clio every time a Lead in Zoho CRM change its Lead status. The problem is how can I bring the note and attachment. The note maybe as another module but I can’t find the attachment anywhere.
Thanks a lot.
Hey
Thanks for your reply Troy!
App APIs can be used in Zaps with the Webhooks app as an action step:
https://zapier.com/apps/webhook/help
If you need help, consider hiring a Zapier Expert: https://zapier.com/experts
From Zoho CRM support they told me to bring them with APIs:
https://www.zoho.com/crm/developer/docs/api/v2/get-notes.html
https://www.zoho.com/crm/developer/docs/api/v3/get-attachments.html
Thank you all for your answers. Unfortunatelly, Zoho does not bring my notes or files with the Update Module Entry > Leads. I can’t find them.
Hey there,
I wanted to swing by and see if you were still needing help with this? 🙂 If so can you clarify which Zoho trigger you’re using? As Troy mentioned screenshots (with any personal details removed) are always super helpful as well!
Also I’m not super familiar with Zoho but would the “New/Update Module Entry” work for your use case? It looks like that trigger pulls in a “File Upload” field and I wonder if that might do the trick?
Keep us posted!
Hi
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