Integrate Zoho Directory with Other Apps Using Zapier

Prerequisites:

Ensure you have any one of the following roles in your Zoho Directory organization for creating the workflow:

Organization Owner
Organization Admin
Custom role with the permission to perform the event mentioned in the trigger or action.

What is Zapier?

Zapier is a workflow automation tool designed for web application integrations. In Zapier, a workflow integrated between apps is called a Zap. In Zap, a trigger is an operation that starts the workflow, and actions are the operations that are performed in the workflow.

For example, if you want to automatically add a record in BambooHR every time a user is created in Zoho Directory, you can create a zap with the 'Create User' trigger of Zoho Directory and the 'Add Record' action of BambooHR. Similarly, you can create zaps for other Zoho apps and third-party apps with Zoho Directory.

Triggers and Actions available in Zoho Directory

Triggers

User Created
Triggers when a new user is created in Zoho Directory. Email address of the user is mandatory for this trigger.
User Activated
Triggers whenever a deactivated user is activated in Zoho Directory.
User Deactivated
Triggers whenever an active user has been deactivated in Zoho Directory.
User Added to Group
Triggers when a user is added to an existing group in Zoho Directory.
User Removed from Group
Triggers when a user is removed from an existing group in Zoho Directory.
User Updated
Triggers when a user's details are updated in Zoho Directory.

Actions

For any action that you choose, you must select the ID of your organization in the Org ID field.

Create New User
This action creates a new user in Zoho Directory. You have to mandatorily provide the First Name and Email Id of the user.
Update New User
This action helps you update the profile information of an existing user in Zoho Directory. In the User Id field, you have to mandatorily provide the ID of the user for whom the profile information has to be updated.
Activate A User
This action is to activate an already deactivated user in Zoho Directory. In the User Id field, you will be mandatorily asked to enter the ID of the user whom you want to activate.
Deactivate A User
This action deactivates an active user in Zoho Directory. In the User Id field, you will be mandatorily asked to enter the ID of the user whom you want to deactivate.
Add User to a Group
This action is to add an user to an existing group in Zoho Directory. You have to mandatorily provide the name of the user in the User Id field, name of the department to which you want to add the user in the Departments field, and what role you want to assign for the user in that particular group in Members Role field.

Sample workflow between Zoho Directory and other apps using Zapier:

Sign in to your Zapier account.
Hover over the left menu and then click Zaps.
Click Create in the top-right corner and then click New Zap.
In the workspace, click Trigger.
Search for Zoho Directory app in the Search Dialog box and select Zoho Directory. A window opens on the right side.
You can change the app anytime in the App field using the Change button.
In the Select the event area, under Setup, select the required trigger in the Trigger event field.
In the Account field, select the Zoho Directory Account from which this trigger will be initiated. If no account is added already, click Sign in to connect a new account. You will be asked for authorization for new connections.
You can change the selected account anytime using the Change button. You can also create the connection to a new account by clicking Change > Connect a new account.
Click Continue.
Under Configure, in the Org ID field, select the required organization ID. You can also manually enter the ID or insert data by clicking > Custom.

The Organization ID will be populated only if you have any one of these mentioned roles in the required organization—Organization Owner, Organization Admin, or custom role with the permission to perform the event mentioned in the trigger or action.
Fill all other mandatory fields populated (based on the selected trigger) with the required information and click Continue.
Under Test:

To test the trigger, click Test trigger. Upon successful testing, click Continue with selected record to proceed with creating the action.
If you don't want the testing, click Skip test. Then, click Continue to proceed with creating the action.

Now, for the action, select the required app in the Search Dialog box. The selected app's name appears on the App field.
You can change the app anytime in the App field using the Change button.
In the Select the event area, under Setup, select the required action in the Action event field.
In the Account field, select the account for which you want the action to be performed. If no account is added already, click Sign in to connect a new account. You will be asked for authorization for new connections.
You can change the selected account anytime using the Change button. You can also create the connection to a new account by clicking Change > Connect a new account.
Click Continue.
Under Configure, in the Org ID field, select the required organization ID. You can also manually enter the ID or insert data by clicking > Custom.
The Organization ID will be populated only if you have any one of these mentioned roles in the required organization—Organization Owner, Organization Admin, or custom role with the permission to perform the event mentioned in the trigger or action.
Fill all other mandatory fields populated (based on the selected trigger) with the required information and click Continue.
Under Test:

To test the action, click Test step.
If you don't want the testing, click Skip test.
If you want to perform the testing again, click Retest step.

To publish the zap, click Publish.
This is just an example. You can add as many actions as required with any of the available applications in Zapier.