Connect Stora and Zoho CRM

Both apps 34Stora 19Zoho CRM 15

• Trigger
  New Contact

  Fires when a contact is created in Stora.

• Action
  Complete Task

  Marks a Stora task as complete.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Note

  Create a note attached to a contact, unit, subscription or task in Stora.

• Action
  Create Task

  Creates a new task.

• Action
  Create Timeline Event

  Creates a new timeline event.

• Action
  Delete Contact

  deletes a contact by id (scope public.contact:write). Only lead contacts without invoices can be deleted; others return 409.

• Action
  Finalize Order

  Finalizes a draft order so the customer can pay for it, and returns the payment link.

• Action
  Find Contact

  Returns the contacts that match the given email, name/phone search or filters. The first match is also returned on its own.

• Action
  Find Order

  Finds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match.

• Action
  Find Site

  Find self-storage sites by name, optionally narrowed by creation or update date.

• Action
  Find Staff Member

  Finds Stora staff members by name or email.

• Action
  Find Task

  Find tasks in Stora by related record, assignee, status or date range.

• Action
  Find Unit

  Finds a unit by ID, reference ID, unit type, or site.

• Action
  Find Unit Type

  Finds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range.

• Action
  Reopen Task

  Mark a completed Stora task as open again.

• Action
  Update Contact

  Update an existing Stora contact. Only the fields you fill in are changed.

• Action
  Update Note

  Update an existing note in Stora: change its text, move it to a different contact, unit, subscription or task, or replace its metadata. Fields left blank are not changed.

• Action
  Update Task

  Update an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not changed.

• 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.