Zoho Mail + Plaid Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Mail and Plaid
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.
About Plaid
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
Plaid IntegrationsBest ways to Integrate Zoho Mail + Plaid
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When this happens...
New Email
Then do this...
Create/Update Lead
When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.
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When this happens...
New Email
Then do this...
Send Channel Message
Keeping up with Zoho Mail emails that you need to take an action on, is really cumbersome when you receive hundreds of emails in a day. This Connect will help you identify those important emails and send them to Slack for action. The only thing you need to do is apply the label you want Appy Pie Connect to watch for (e.g. emails from: [email protected]). After setting this integration up, whenever a new email matching your search criteria arrives to Zoho Mail box, we’ll automatically post the email contents to your chosen Slack channel.Note: This integration will only trigger for Zoho Mail emails that are received within the last 48 hours.How this Zoho Mail – Slack integration works- Triggers when a new email is received in a folder on Zoho Mail
- Appy Pie Connect posts the content of that email as a new message to your chosen Slack channel
What You Need- A Zoho Mail account
- A Slack account
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Zoho Mail + Trello
Create Trello cards from new Zoho Mail emails that match search criteria Read More...When this happens...
New Email Matching Search
Then do this...
Create Card
Following up Zoho Mail emails that you need to take an action on can be really difficult for you. With this integration, you can automatically create Trello cards for those emails and follow them up later. No coding skills required, and all you need to do is specify a search term for your emails (i.e. emails from: [email protected]) that you want Appy Pie Connect to watch for. Once you set this integration up, Appy Pie Connect will automatically create a card in Trello for every Zoho Mail email that matches your search criteria.How this integration works- A new email that matches the search criteria is received on your Zoho Mail
- Appy Pie Connect will automatically create a card on your Trello board
What You Need- A Gmail Account
- A Zoho Mail Account
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When this happens...
New Email
Then do this...
Create or Update Contact
Add contacts from Zoho Mail emails to HubSpot CRM automatically without any coding. Appy Pie Connect allows you to automatically create contacts or update contact information for each email in your Zoho Mail inbox that contains the key phrase that you specify in this integration.How This Zoho Mail – Evernote Integration Works- A new email is received on Zoho Mail
- Appy Pie Connect creates a new contact on HubSpot CRM.
What You Need- Zoho Mail account
- HubSpot CRM account
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When this happens...
New Email
Then do this...
Create Note
Before you can act on some emails, you need to know what they're about or do some research. With this integration, Appy Pie Connect can assist you in setting up that process. Once you activate it, every time a new email is marked in Zoho Mail, a new note will be created in Evernote, guaranteeing you have a precise record of every communication you need.How This Zoho Mail – Evernote Integration Works- A new email received and you tag it
- Appy Pie Connect creates a new note on Evernote.
What You Need- Zoho Mail account
- Evernote account
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho Mail + Plaid without coding knowledge. Start creating your own business flow.
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New Email
Triggers whenever you receive a new email.
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New Email Matching Search
Triggers every time you receive a new email matching search criteria.
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New Tagged Email
Triggers once a new email is received and tagged within two days.
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New ItemTriggers when a new item is created.
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Send Email
Draft and send a new email message.
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Create payment recipient
Create a new payment recipient
How Zoho Mail & Plaid Integrations Work
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Step 1: Choose Zoho Mail as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Plaid as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Mail to Plaid.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
