Connect TextIt and Zoho CRM

Both apps 29TextIt 14Zoho CRM 15

• Trigger
  New contact

  Triggers when a new contact is added to your TextIt workspace, optionally only contacts in a chosen group.

• Trigger
  New message

  Triggers when a new message is sent or received in your TextIt workspace, optionally limited to a folder or label.

• Action
  Add broadcast

  Creates and sends a new message broadcast to contacts, phone numbers/URNs or contact groups.

• Action
  Add contact

  Creates a new contact in your TextIt workspace with a name, language, URNs (phone, email, etc.), groups and contact field values.

• Action
  Add contact field

  Creates a new custom contact field in your TextIt workspace.

• Action
  Add group

  Creates a new contact group in your TextIt workspace.

• Action
  Delete contact

  Deletes a contact, identified by its UUID or one of its URNs.

• Action
  Find contacts

  Finds contacts by UUID, URN, group or modification date and returns the matching contacts.

• Action
  Find messages

  Returns messages in your TextIt workspace, filtered by message, folder, label or creation date, most recent first.

• Action
  List broadcasts

  Returns the broadcasts sent from your TextIt workspace, most recent first, optionally filtered by broadcast id or creation date.

• Action
  List contact fields

  Returns the custom contact fields defined in your TextIt workspace, with each field's key, name and data type.

• Action
  Perform contact action

  Performs a bulk action on up to 100 contacts: add to or remove from a group, block, unblock, interrupt active flow runs, or permanently delete.

• Action
  Start Flow

  Starts contacts, groups or URNs down a TextIt flow and returns the created flow start.

• Action
  Update contact

  Updates an existing TextIt contact, identified by its UUID or one of its URNs. Only the values you fill in are 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.