Connect Rootly and Zoho CRM

Both apps 33Rootly 18Zoho CRM 15

• Trigger
  New Alert

  Triggers when a new alert is created in Rootly.

• Trigger
  New Incident

  Triggers when a new incident is created in Rootly.

• Trigger
  New Pulse

  Triggers when a new pulse, such as a deploy or config change, is recorded in Rootly.

• Action
  Add action item

  Adds an action item (task or follow-up) to a Rootly incident.

• Action
  Add service

  Creates a new service in Rootly's service catalog.

• Action
  Create Alert

  Creates a new alert in Rootly and returns its ID and status.

• Action
  Create Incident

  Creates a new incident in Rootly and returns its ID, status and link.

• Action
  Create Pulse

  Records a pulse in Rootly, such as a deploy or configuration change, and returns its ID.

• Action
  Get Alert

  Returns one Rootly alert by its ID.

• Action
  Get Incident

  Returns one Rootly incident by its ID.

• Action
  Get Pulse

  Returns one Rootly pulse by its ID.

• Action
  List alerts

  Returns alerts in your Rootly organization, optionally filtered by status, source, service, team, environment, label or time range.

• Action
  List incidents

  Returns incidents in your Rootly organization, optionally filtered by status, severity, services, teams, dates and more.

• Action
  List pulses

  Returns the pulses (deploys and other change events) recorded in Rootly, optionally filtered by source, service, environment, label, ref or time range.

• Action
  List services

  Returns the services in your Rootly organization, optionally filtered by name, slug, external ids or creation date.

• Action
  List teams

  Returns the teams in your Rootly organization, optionally filtered by name, slug, color, external ids or creation date.

• Action
  List users

  Returns the users in your Rootly organization, optionally filtered by search text, email, role or creation date.

• Action
  Update incident

  Updates an existing Rootly incident's title, status, severity, teams, services, timestamps and other details.

• 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.