Connect CommCare and Zoho CRM

Both apps 31CommCare 16Zoho CRM 15

• Trigger
  New Case

  Triggers when a new case is opened in your CommCare project, optionally only for one case type.

• Trigger
  New Form Submission

  Triggers when a form is submitted in your CommCare project, optionally only for one form or app.

• Trigger
  New or Updated Case

  Triggers when a case is opened or changed in your CommCare project, optionally only for one case type.

• Action
  Create Case

  Creates a new case in your CommCare project with the given type, name, owner and custom properties.

• Action
  Create Mobile Worker

  Creates a new mobile worker in your CommCare project.

• Action
  Delete Mobile Worker

  Deletes a mobile worker from your CommCare project.

• Action
  Find Case by External ID

  Finds the CommCare case carrying the given external ID and returns it.

• Action
  Get Case

  Returns one CommCare case, including its properties and parent links, by its case ID.

• Action
  Get Form

  Returns one submitted CommCare form, with its answers and metadata, by its form ID.

• Action
  Get Mobile Worker

  Returns one CommCare mobile worker by ID.

• Action
  List Cases

  Returns cases in your CommCare project, optionally filtered by case type, owner, external ID, open/closed status and last-modified date.

• Action
  List Forms

  Returns submitted forms in your CommCare project, optionally filtered by form type, app and received date.

• Action
  List Groups

  Returns the user groups in your CommCare project with their member user IDs.

• Action
  List Mobile Workers

  Returns the mobile workers in your CommCare project, optionally filtered by username or group.

• Action
  Update Case

  Updates an existing CommCare case's name, owner or custom properties, or closes it.

• Action
  Update Mobile Worker

  Updates a CommCare mobile worker's name, email, language, location or password.

• 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.