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Zoho CRM – Triggers

Estimated reading time: 5 min

What will start your automation…

A connection to your Zoho CRM account is needed so we can sync it with our platform.
Refer to Zoho CRM – connection.

Run Once Tab: This tab allows you to schedule a Flow to execute a single time at a specific date and time. This is ideal for one-time operations such as data syncs, cleanups, or initial configuration steps. After execution, the schedule will be automatically cleared unless rescheduled manually.

Run Tab: This tab is used to set up repeating schedules:

  • Repeat feature: This dropdown determines how long the automation will continue repeating based on the selected frequency (Minutely or Hourly). You can choose from:
    • Repeat Forever
      • The automation will continue to run indefinitely at the defined interval (e.g. every 15 minutes).
      • No end condition is specified.
    • Repeat for (x) Times
      • You set a specific number of repetitions.
      • Requires the field Number (x) of Repeat Times to be filled (e.g. 10 times).
    • Repeat Between Start & End Dates
      • The automation will run only within a defined date range.
      • Additional fields will appear to select start and end dates.
      • Useful for limited-time schedules like campaigns or batch jobs.
  • Daily at Multiple Times: Sets the Flow to run several times per day based on a minutely or hourly interval.
  • Daily: This allows a Flow to run x times per day at a specific time.
  • Weekly: This allows you to run a Flow weekly by selecting the days and time.
  • Monthly: This will monitor your Trigger every month on a defined date and hour.
  • Yearly: This will monitor your Trigger on a specific date and hour every year.
  • Specific dates: This will start your Trigger on specific dates and time.

For more details, see Wiresk Scheduler – The Fundamentals.

After you’ve configured your Trigger parameters, select the “Use” button to fetch a live sample of data from the Trigger.

What it does:

  • Extracts real data based on your Trigger setup
  • Validates your parameters by showing if they match existing records
  • Prepares data for field mapping – the sample helps you map your Trigger output to your Method parameters in the Flow. Refer to FIELD MAPPING documentation.

Think of it as a preview step: it makes sure your Trigger is working and gives you real data to work with when setting up the rest of your flow.

CRM 1 Zoho CRM - Triggers

These Triggers will start your Flow automatically at a specific time or intervals instead of being triggered by events like Webhooks.

Configuration Table:

(*) required field

Name*Get Module Record List
Connection*Select your connection or create one.
TimeoutYou can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage.
Recurrence Rule/scheduler*Set up your recurrence rule.

PARAMETERS

This tab enables you to configure the Trigger.

Module*:

Choose the Module

Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).

  • Leads
  • Contacts
  • Accounts
  • Deals
  • Tasks
  • Meetings
  • Calls
  • Products
  • Quotes
  • Sales Orders
  • Purchase Orders
  • Invoices
  • Campaigns
  • Vendors
  • Price Books
  • Cases
  • Solutions
  • Quoted Items
  • Ordered Items
  • Purchase Items
  • Invoiced Items

Fields*:

Add 1 or many fields to filter the result.

This tab allows you to preview the data that will be retrieved and included in the output.

In specific Trigger instances, data can only be previewed when it is available for retrieval. If no event occurs from the Trigger, a message “No data available” will be displayed.

preview data button 2025 04 09 Zoho CRM - Triggers

Use this button to preview the data based on the “Configure Parameter” tab.

⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.

Sample response 
{
    "data": [
        {
            "Owner": {
                "name": "Patricia Boyle",
                "id": "1003680000000338001",
                "email": "pboyle@zylker.com"
            },
            "Email": "mburns@zylker.com",
            "Description": "developer",
            "$currency_symbol": "$",
            "Mailing_Zip": "600016",
            "Mailing_State": "California",
            "currencyval": null,
            "Mailing_Street": "1129, Virginia",
            "$followers": null,
            "salary": null,
            "Last_Activity_Time": "2020-11-23T18:43:52+05:30",
            "First_Name": "Mary",
            "Full_Name": "Mary Burns",
            "Record_Image": null,
            "Modified_By": {
                "name": "Patricia Boyle",
                "id": "1003680000000338001",
                "email": "pboyle@zylker.com"
            },
            "bday": null,
            "Phone": null,
            "Mailing_Country": "USA",
            "Account_Name": {
                "name": "Watson's Professional Services",
                "id": "1003680000000341352"
            },
            "fav_colour": [],
            "id": "1003680000000364004",
            "Email_Opt_Out": false,
            "Modified_Time": "2020-11-23T18:43:52+05:30",
            "Mailing_City": "Virginia",
            "test": null,
            "Created_Time": "2020-09-19T23:15:38+05:30",
            "Travel_Flexibility": false,
            "$followed": false,
            "Title": "developer",
            "$editable": true,
            "Mobile": "88282348384",
            "Home_Phone": null,
            "gggg": null,
            "Last_Name": "Burns,B",
            "shsfhshdf": null,
            "Tag": [
                {
                    "name": "sampletag",
                    "id": "1003680000000574077"
                }
            ],
            "Created_By": {
                "name": "Patricia Boyle",
                "id": "1003680000000338001",
                "email": "pboyle@zylker.com"
            },
            "$approval_state": "approved"
        }
    ],
    "info": {
        "per_page": 200,
        "count": 1,
        "page": 1,
        "more_records": false
    }
}
Expand

Configuration Table:

(*) required field

Name*Retrieve Zoho CRM Data using Wiresk’s Query Builder
Connection*Choose an existing connection or create a new one.
Time outSet the Trigger duration to limit processed information per run, optimizing performance and resource usage.
Recurrence rule/scheduler*Set up your recurrence rule.

PARAMETERS

Entity*:

Select the entity (“Module” in Zoho) from which data will be retrieved:

Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).

  • Leads
  • Contacts
  • Accounts
  • Deals
  • Tasks
  • Meetings
  • Calls
  • Products
  • Quotes
  • Sales Orders
  • Purchase Orders
  • Invoices
  • Campaigns
  • Vendors
  • Price Books
  • Cases
  • Solutions
  • Quoted Items
  • Ordered Items
  • Purchase Items
  • Invoiced Items

This tab enables you to define specific criteria to narrow down the records being retrieved.

Screenshot 2025 03 21 at 2.13.04 in the afternoon Zoho CRM - Triggers

Select the button to configure filters.

Configure which columns or fields of data will be retrieved and included in the output.

Wiresk 2025 06 02 at 09.12.55 Zoho CRM - Triggers

To visualize the records. You must select at least 1 Columns to get the Preview Data.
If you get this message:” Cannot convert undefined or null to object”, it means there is no records.

Wiresk 2025 06 02 at 09.12.25 Zoho CRM - Triggers

Customize which columns are displayed and retrieved. Minimum 1 column, maximum 50 columns.

Wiresk 2025 06 02 at 09.12.39 Zoho CRM - Triggers

This option is for sorting the data in the columns by Ascending or descending order.

Number of records:10

By default, 10 records will be shown.

Begin at record: 0

The display starts at record 0.

⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.

CRM 1 Zoho CRM - Triggers

Configuration Table:

(*) required field

Description*Give a description, e.g., “ZOHO Event Notification”.
Connection*Select your connection or create one. Refer to how to create a connection.
API Key*Select or Create an API Key for authenticating the Webhook request.

PARAMETERS

Module*:

Choose the Module

Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).

  • Leads
  • Contacts
  • Accounts
  • Deals
  • Tasks
  • Meetings
  • Calls
  • Products
  • Quotes
  • Sales Orders
  • Purchase Orders
  • Invoices
  • Campaigns
  • Vendors
  • Price Books
  • Cases
  • Solutions
  • Quoted Items
  • Ordered Items
  • Purchase Items
  • Invoiced Items

ZOHO Module Event*:

Select the desired Module Events:
  • create
  • edit
  • delete
  • all

The Flow will start when the selected event happens.

⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.

Once your Flow is configured, you can test or automate it using the Run panel or by managing Triggers from the Flow Management screen.

  • Run Flow: Manually runs the Flow once using sample data. Ideal for testing logic and field mapping. See How to Run a Flow.
  • Run Scheduler: Force-runs the Trigger immediately using live input. This bypasses the recurrence rule and is useful for verifying real data mapping. Learn more in Wiresk Scheduler – The Fundamentals.

From the Trigger management panel (clock icon), you can:

  • Activate or deactivate Triggers
  • Force-run the scheduler
  • Copy Routing Keys (for HTTP Triggers)

If your Flow uses a Webhook Trigger, it runs automatically on each incoming webhook—no scheduler required. It remains active until you manually deactivate it.