Integrate Zoho Directory with Other Apps Using Zapier | Integration Guide - Zoho Directory

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:
  1. Organization Owner
  2. Organization Admin
  3. 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

  1. User Created
    Triggers when a new user is created in Zoho Directory. Email address of the user is mandatory for this trigger.
  2. User Activated
    Triggers whenever a deactivated user is activated in Zoho Directory.
  3. User Deactivated
    Triggers whenever an active user has been deactivated in Zoho Directory.
  4. User Added to Group
    Triggers when a user is added to an existing group in Zoho Directory.
  5. User Removed from Group
    Triggers when a user is removed from an existing group in Zoho Directory.
  6. 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.
  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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:

  1. Sign in to your Zapier account.
  2. Hover over the left menu and then click Zaps.

  3. Click Create in the top-right corner and then click New Zap.

  4. In the workspace, click Trigger.

  5. Search for Zoho Directory app in the Search Dialog box and select Zoho Directory. A window opens on the right side.
    Notes
    You can change the app anytime in the App field using the Change button.
  6. In the Select the event area, under Setup, select the required trigger in the Trigger event field.
  7. 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.
    Notes
    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.
  8. Click Continue.
  9. 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.

    Notes
    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.
  10. Fill all other mandatory fields populated (based on the selected trigger) with the required information and click Continue.
  11. Under Test:
    1. To test the trigger, click Test trigger. Upon successful testing, click Continue with selected record to proceed with creating the action.
    2. If you don't want the testing, click Skip test. Then, click Continue to proceed with creating the action.
  12. Now, for the action, select the required app in the Search Dialog box. The selected app's name appears on the App field.
    Notes
    You can change the app anytime in the App field using the Change button.
  13. In the Select the event area, under Setup, select the required action in the Action event field.
  14. 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.
    Notes
    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.
  15. Click Continue.
  16. 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.
    Notes
    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.
  17. Fill all other mandatory fields populated (based on the selected trigger) with the required information and click Continue.
  18. Under Test:
    1. To test the action, click Test step.
    2. If you don't want the testing, click Skip test.
    3. If you want to perform the testing again, click Retest step.
  19. To publish the zap, click Publish.
    Notes
    This is just an example. You can add as many actions as required with any of the available applications in Zapier.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now







                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now








                                                                                                                        • Related Articles

                                                                                                                        • Add Okta to Zoho Directory

                                                                                                                          Prerequisites: Roles required in Zoho Directory to perform this action: Organization Owner Organization Admin Custom Authentication with Okta Roles required in Okta: Admin Plan required in Zoho Directory: Free plan Professional plan (if you want to ...
                                                                                                                        • Humanity for Zoho Directory

                                                                                                                          Configure SAML in Zoho One Sign in to the Zoho One Admin Panel. Go to Marketplace, then use the search bar to find and install Humanity. Name your app and enter your Subdomain. Note: Your Subdomain is the first part of your Humanity URL. If your URL ...
                                                                                                                        • Dropbox for Zoho Directory

                                                                                                                          Prerequisites A Dropbox Business Plus account Configure SAML at Zoho Directory If you're a Zoho One user: Sign in to Zoho One , then click Directory in the left menu. Go to Marketplace, then click Browse Applications. Use the search bar to find and ...
                                                                                                                        • Bonusly for Zoho Directory

                                                                                                                          Prerequisites A Bonusly Pro account Configure SAML in Zoho One or Zoho Directory If you're a Zoho One user: Sign in to Zoho One , then click Directory in the left menu. Go to Marketplace, then click Browse Applications. Use the search bar to find and ...
                                                                                                                        • Aha! for Zoho Directory

                                                                                                                          Prerequisites Administrator with customizations permissions Configure SAML in Zoho One or Zoho Directory If you're a Zoho One user: Sign in to Zoho One , then click Directory in the left menu. Go to Marketplace, then click Browse Applications. Use ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources