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Salesforce

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Microsoft Dynamics 365

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ServiceNow

Zendesk Sell

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Lever

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Agile CRM

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Acuity Scheduling

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Aircall

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Google Calendar

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SalesforceIQ

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Mindbody

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Pipedrive

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Insightly

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Dynamo

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Microsoft Calendar

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Pipeliner

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Float

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Freshsales

Everhour

Fastpath

Creates a new entity and inserts it into a module.

Create specific record

Convert lead

Creates new records or updates existing ones.

Create/Update records

Delete records

Gets information about the current organization

Get organization

Get record

Get user

Checks if the user can convert a record in the current module.

List convertable modules DDL

Checks if the user can create a record in the current module.

List creatable modules DDL

Checks if the user can delete a record in the current module.

List deletable modules DDL

Retrieves the field meta data for the specified module. The fields displayed are from all layouts for the module and the response does not contain layout-specific fields like mandatory fields or picklist values.

List fields DDL

List record IDs DDL

Returns the list available records from a module.

List records

List upsertable modules DDL

List / filter users found in Zoho account 

List users

Checks if the user can view a record in the current module.

List viewable modules DDL

Update records

Updates information about a specific record.

Update specific record

Returns a list of records matching the search criteria.

Search records

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Zoho CRM

Customer Relationship Management (CRM)

Assign task to project

Assign user to project

Create client

Create project

Create task

Create a time entry.You should only use this method to create time entries when your account is configured to track time via duration.

Create time entry via duration

You should only use this method to create time entries when your account is configured to track time via start and end time.

Create time entry via start and end time

Get client

Get logged in user

Get project

Get task

Get time entry

Updates the specific project by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Update project

Updates the specific time entry by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Update time entry

Get a list of all the clients in your account.

List all clients

Get a list of all the projects in your account, and filter it if required.

List all projects

Get a list of all the tasks in your account, and filter it if required.

List all tasks

List all time entries

List all users

List all users DDL

Get a list of all users of a project by its ID.

List all users of a project

Updates the specific client by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Update client

List all projects DDL

List all tasks DDL

List all clients DDL

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Zoho CRM and Harvest integrations couldn’t be easier with the Tray Platform’s robust Zoho CRM and Harvest connector, which connects any services without the need for separate integration tools.

Zoho CRM and Harvest integrations couldn’t be easier with the Tray Platform’s robust Zoho CRM and Harvest connectors, which can connect to any service without the need for separate integration tools.

Integrate Zoho CRM and Harvest with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Zoho CRM and Harvest and any other API, database, webhook, and more.