Vista Suite integration with Zoho CRM
How to Create or update Zoho CRM leads for new VistaSuite companies
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create or update Zoho CRM leads for new VistaSuite companies" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Vista Suite integrations
Vista Suite actions
Nekton can use any feature that is available in Vista Suite API.
Using our advanced AI, you can easily create custom automations for Vista Suite.
Here are some typical actions you can do in your automated workflows.
Create Internal Note
Create a internal note to a transaction
Find Company by Id
find a company by its company id
Find Transaction by Transaction Number
Find a transaction
Change Status Code
Change the kanban status of a transaction
Find Transaction by Id
Find a transaction document by its id
Find Status Code
Find kanban status list
About Vista Suite
Vista Suite is a Business Management Cloud ERP Software