Connect Ambivo and Zoho CRM

Both apps 39Ambivo 24Zoho CRM 15

• Trigger
  Contact Status Updated

  Triggers when the status of a contact is updated.

• Trigger
  Lead Status Updated

  Triggers when the status of a lead is updated.

• Trigger
  New Contact

  Triggers when a new contact record is created.

• Trigger
  New Lead

  Triggers when a new lead is created.

• Action
  Add account

  /crm/accounts on fapi.ambivo.com. Creates a company account.

• Action
  Add appointment

  /reports/appointments on fapi.ambivo.com.

• Action
  Add invoice

  /crm/invoices on fapi.ambivo.com.

• Action
  Add order

  /crm/orders on fapi.ambivo.com.

• Action
  Add task

  /crm/tasks on fapi.ambivo.com.

• Action
  Create Contact

  Creates a New Contact or returns an updated contact.

• Action
  Create Lead

  Creates a New Lead or returns an updated lead.

• Action
  Delete task

  /crm/tasks/{task_id} on fapi.ambivo.com.

• Action
  List accounts

  /crm/accounts on fapi.ambivo.com.

• Action
  List appointments

  Lists appointments in the Ambivo account.

• Action
  List contacts

  /crm/contacts on fapi.ambivo.com.

• Action
  List invoices

  Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records.

• Action
  List leads

  /crm/leads on fapi.ambivo.com.

• Action
  List orders

  Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records.

• Action
  Update account

  /crm/accounts/{account_id} on fapi.ambivo.com.

• Action
  Update contact

  /crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact.

• Action
  Update invoice

  /crm/invoices/{invoice_id} on fapi.ambivo.com.

• Action
  Update lead

  /crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead.

• Action
  Update order

  /crm/orders/{order_id} on fapi.ambivo.com.

• Action
  Update task

  /crm/tasks/{task_id} on fapi.ambivo.com.

• Trigger
  New or updated record

  Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.

• Trigger
  New record

  Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.

• Action
  Add note

  Adds a note to a record in any supported Zoho CRM module.

• Action
  Add or update record (upsert)

  Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.

• Action
  Add tag to record

  Add one or more tags (comma-separated names) to a record in the specified module.

• Action
  Convert lead

  Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.

• Action
  Create record

  Create a new record in the specified Zoho CRM module.

• Action
  Delete record

  Delete a record by ID from the specified Zoho CRM module.

• Action
  Find records

  Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.

• Action
  Get record

  Retrieve a single record by ID from the specified Zoho CRM module.

• Action
  List notes

  Lists notes across all records in Zoho CRM (requires an administrator profile).

• Action
  List users

  Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.

• Action
  Query records (COQL)

  Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.

• Action
  Remove tag from record

  Remove one or more tags (comma-separated names) from a record in the specified module.

• Action
  Update record

  Update an existing record by ID in the specified Zoho CRM module.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.