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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Zoho Catalyst integrations.
Delete project
Delete a project in Zoho Catalyst.
Search Project
Get details for a Zoho Catalyst project
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
Create Account
Create a new account.
Create Contact
Create a new contact.
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Frequently Asked Questions
To start, connect both your Zoho Catalyst and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Catalyst triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Zoho Catalyst data is recorded in Freshsales Classic. This includes choosing which data fields go into which fields of Freshsales Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Catalyst and Freshsales Classic 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 Catalyst and Freshsales Classic. 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 Catalyst
Zoho Catalyst is a powerful serverless platform that enables developers to build and deploy scalable applications effortlessly. With a suite of tools and services, it streamlines the development process, allowing for rapid innovation and deployment.
Learn MoreAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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