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Connect Zoho CRM to Cliento

Use 9 documented Zoho CRM triggers to run 5 documented Cliento actions.

9 source triggers
5 target actions
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Why Connect Zoho CRM & Cliento?

Start with a Zoho CRM event

Choose from 9 documented triggers, including New Contact (Instant), New Event (Instant), New Lead (Instant).

Run a Cliento action

Send the event into one of 5 documented actions, such as Fetch Settings, Get Reference Data, Get Slots.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Zoho CRM

Triggers (9)

New Contact (Instant)

Emits an event each time a new contact is created in Zoho CRM

webhook
New Event (Instant)

Emit new custom events from Zoho CRM

webhook
New Lead (Instant)

Emits an event each time a new lead is created in Zoho CRM

webhook
New Module Entry (Instant)

Emit new events each time a new module/record is created in Zoho CRM

webhook
New or Updated Contact (Instant)

Emits an event each time a new contact is created or updated in Zoho CRM

webhook
New or Updated Lead (Instant)

Emits an event each time a new lead is created or updated in Zoho CRM

webhook
New or Updated Module Entry (Instant)

Emits an event each time a module/record is created or edited in Zoho CRM

webhook
New User

Emits an event each time a new user is created in Zoho CRM

polling
Updated Module Entry (Instant)

Emits an event each time a new module/record is updated in Zoho CRM

webhook

Actions (10)

Convert Lead

Converts a Lead into a Contact or an Account. See the documentation

Create Object

Create a new object/module entry. See the documentation

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

List Objects

Gets the list of available records from a module.

Search Objects

Retrieves the records that match your search criteria.

Update Object

Updates existing entities in the module. See the documentation

Upload Attachment

Uploads an attachment file to Zoho CRM from a URL or file path. See the documentation

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Cliento

Actions (5)

Fetch Settings

Fetch settings and features for the booking widget. See the documentation

Get Reference Data

Fetch services, resources and mappings for the booking widget. See the documentation

Get Slots

Fetch available slots for the given service, resource and dates. See the documentation

List Resource IDs Options

Retrieves available options for the Resource IDs field.

List Service IDs Options

Retrieves available options for the Service IDs field.

Integration Features

9 documented Zoho CRM triggers
5 documented Cliento actions
Configurable field mapping
Conditional workflow steps
Execution monitoring

Capability Examples

Zoho CRM trigger → Cliento action

Catalog example
Zoho CRMZoho CRM

New Contact (Instant)

ClientoCliento

Fetch Settings

How It Works

1

Connect Apps

Authenticate your Zoho CRM and Cliento accounts

2

Choose a Trigger

Select a documented Zoho CRM event

3

Choose an Action

Select the documented Cliento operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 9 documented Zoho CRM triggers.

Automated Actions

Run one of 5 documented Cliento actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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All Zoho CRM Integrations

Explore all available Zoho CRM connections

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