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

Integrate Zoho One with Other Apps Using Zapier

Prerequisites:

Ensure you have any one of the following roles in your Zoho One 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 One, you can create a zap with the 'Create User' trigger of Zoho One and the 'Add Record' action of BambooHR. Similarly, you can create zaps for other Zoho apps and third-party apps with Zoho One.

Triggers and Actions available in Zoho One

Triggers

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

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 One. 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 One. 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 One. 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 One. 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 One. 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 One 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 One app in the Search Dialog box and select Zoho One. 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 One 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.