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Question

Trigger Zap when a specific field is updated in Zoho CRM

  • 10 January 2024
  • 3 replies
  • 22 views
J
Userlevel 1

It seems the events available for Zoho CRM are very basic. I want to trigger a zap when the deal stage is changed to a specific value in Zoho CRM. Creating a custom field for this is not a viable workaround.

 

Is this even possible? 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @jajudd421 

One option to explore would be to use Zoho CRM Workflow Rules:https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/configuring-workflow-rules

You can fire a Zap webhook to trigger a Zap.

Zap trigger: Webhook - Catch Hook

That will generate a unique webhook URL to configure in Zoho.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J
Userlevel 1

Thank you, I just figure this out.

ken.a
Userlevel 7
Badge +6

That’s awesome @jajudd421! We’re glad to hear that you have found a solution on this one.

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

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