When a new account is created in Zoho CRM, notify in Chatwork.

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■Overview

‍When a new account is created in Zoho CRM, the information is automatically retrieved and notified to a specified Chatwork chat room.

The notification content and the destination chat room can be customized.

‍

■Setup Instructions

・Integrate each of the Zoho CRM and Chatwork apps with Yoom. (My App Integration)

・Set the Zoho domain with the trigger "When a new account is created" in Zoho CRM.

・In Chatwork's "Send Message" operation, configure the linked account, destination, and message content.

‍

■Notes

・Integration settings with accounts are required for both Zoho CRM and Chatwork.

・Replace the Chatwork posting room and notification content with any desired values.

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About the Apps You Use

Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

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Chatwork

Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.

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