Connect CRM.io and Zoho POS to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Inventory Item
Update inventory item
Create Item Group
Create Contact Person
Create Sales Order
Create Sales Invoice
Record Customer Payment
List Invoices
Update Contact Person
Update Invoice
Update Customer Payment
Delete Contact
Delete Contact Person
Get Inventory Items
Delete Item Group
Delete Tax
Delete Sales Order
Delete Invoice
Delete Customer Payment
Delete Bill By Number
Ready to use CRM.io and Zoho POS automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Bill Is Created
runs when New Bill Is Created
New Item Is Created
runs when New Item Is Created
New Contact Is Added
runs when new contact is added
New Invoice Added
runs when new invoice is added
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
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Frequently Asked Questions
To start, connect both your CRM.io and Zoho POS accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Zoho POS (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Zoho POS. This includes choosing which data fields go into which fields of Zoho POS, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Zoho POS typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CRM.io and Zoho POS. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn MoreAbout Zoho POS
Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
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