Connect Zoho Mail and Simpro to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email
New Email Matching Search
New Tagged Email
Choose an Action
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
Ready to use Zoho Mail and Simpro automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email
Triggers when you recieve a new email.
New Email Matching Search
Triggers when you recieve a new email that matches the given condition.
New Tagged Email
Triggers when a new email is received and you tag it within two days.
New Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer is created
Do thisActions
Action is the task that follows automatically within your Zoho Mail integrations.
Create Draft
Create a new draft mail.
Create Folder
Creates a new folder.
Create Label
Creates a new label in zoho mail.
Send Mail
Send a new email.
Create New Task
Creates a new task
Get all User Signature
Get a list of all user signature.
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Frequently Asked Questions
To start, connect both your Zoho Mail and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Zoho Mail data is recorded in Simpro. This includes choosing which data fields go into which fields of Simpro, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Mail and Simpro 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 Zoho Mail and Simpro. 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 Zoho Mail
Zoho Show is a powerful online presentation tool that allows users to create, collaborate, and deliver stunning presentations.
Learn MoreAbout Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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