Purpose

Triggers possible with Zoho People's integration with Zapier

Actions possible with Zoho People's integration with Zapier

1. Add Company File - As a result of a trigger in another app, a file from a folder gets added in the Files Module as a Company File.
   
2. Add HR file - As a result of a trigger in another app, a file from a folder gets added in the Files Module as a HR File.
3. Add Record - As a result of a trigger in another app, a new record gets created in a form in Zoho People.
   
4. Create Attendance Entry - As a result of a trigger in another app, a entry can be made in the Attendance module.
   
5. Upload a File in a Form - As a result of a trigger in another app, a file can be uploaded in a new record in Zoho People. This action should be accompanied by 'Add Record' action because, a file upload can be done only for a new record.
   
6. Find Employee - With the help of a value in another app, an employee search can be carried out in Zoho People's employee database.
   

Connecting your Zoho People account with Zapier

Follow the steps below to connect your Zoho People account with Zapier:

1. Go to App Connections tab.
   
2. Click on + App connection.
   
   
   
   
   
   
3. You will be directed to another tab. Search for Zoho People from the search dropdown.
   
4. Click on Add connection.
   

Your Zoho People account has now been connected to Zapier.

Alternatively, you can also connect your account with Zapier while creating a Zap. To do this, after choosing the trigger, click on Connect an account.

Only an admin has access to connect his Zoho People account with Zapier.

Some Use Cases

Triggers that can be created in Zoho People:

Triggers that can be created in Zoho People

New record - When a new record is added in Zoho People, it can be updated in another app (supported by Zapier). Let us take a use case to understand this better.

For example, if you add a new record in the Employee form in Zoho People, you can also maintain a back up of the data in Google Sheet.

Follow the steps given below to do this:

1. Go to your Zapier dashboard.
2. Click on + Create and under that select Zaps.
   

This will take you to the Zap configuration page.

1. Select Trigger then choose Zoho People from the search drop down.
   
2. In the New Record page, setup the details. 
   
   
   
   
3. You can also connect to a new account here by clicking on Connect an Account.
   
4. Select the form name from the drop down - in this case, the Employee form and click Continue.
   
   
   
   
5. The next step is to test the Zap, Click Fetch & Continue to test the Zap.
   

The recently modified record of the respective form will be fetched for testing. If no such record exists, a new record should be added.

1. Select Twilio.
2. Select Send SMS and click on Save+Continue.
   
   

1. Select your Twilio account and click Continue.
2. Choose the number from which the SMS should be sent.
3. Map the number to which the SMS should be sent under To Number.
   

Your Exit form in Zoho People should contain a number field to hold the Phone number.

1. Type in the message and click Continue.
   
   

1. Click Create and Continue.
2. Click Continue to test the app and enable your Zap.
   

Actions that can be implemented in Zoho People

1. Click on Make a Zap! and name the Zap.
2. Under Choose a Trigger App, select Asana.
3. Select New Project and click Save+Continue.
4. Select your Asana Account and click Save+Continue.
5. Select the Workspace/Organization and click Continue.
6. Click Fetch & Continue to test the step.
   
   

1. Click Continue.

1. Under Set up this step, select Zoho People.
2. Select Add Record and click on Save+Continue.
   

Click on Click to show less common options if you want to see all the options listed.

1. Select the Zoho People account and click Save+Continue.
2. Select the form - In this case, the Projects form.
3. Map in the required fields as listed in the project in Asana and click Continue.
   
   

1. Click on Create & Continue to test Zoho People.
2. Click on Add a Step if you would like to push to another app in the same Zap or click Finish to complete the Zap
   

1. Click Make a Zap!
2. Select Google drive, 'New File in Folder' and click on Save+Continue.
   
   

1. Select the Google Drive account and click Save+Continue.
2. Click Fetch & Continue.
3. Click Continue.
   

1. Select the Zoho Account and choose Add Company File.
2. Click Save+Continue.
3. Select the Zoho account and click Save + Continue.
4. Make selections appropriately for File, File Name and Category.
5. Click Continue and enable the Zap.
   

1. Click on Make a Zap, select Gmail, click on New Attachment and click on Save+Continue.
   
   

1. Select your Gmail account and click Continue.
2. Give a label box if needed and click Continue.
   

1. Click Fetch & Continue.

1. Go to Set up this step and select Zoho People.
2. Click on Upload a File in a Form and click Save+Continue.
3. Select your Zoho People account and click Save+Continue.
4. Select the form name, map the required fields and click Continue.
5. Click Create & Continue.
6. Name your Zap and enable it.