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Plaid + Zoho Connect Integrations

Syncing Plaid with Zoho Connect is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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.

About Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

Zoho Connect Integrations

Best Plaid and Zoho Connect Integrations

  • Plaid Trello

    Zoho Connect + Trello

    Create Trello cards for new Zoho Connect tasks Read More...
    When this happens...
    Plaid New Task
     
    Then do this...
    Trello Create Card
    Ensure that your staff is always aware of what they need to work on next, from simple to difficult jobs. When new tasks are added to Zoho Connect, this interface automatically creates Trello cards, keeping everyone focused on the finish line.
    How This Zoho Connect – Trello Integration Works
    • A new task is created on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Plaid Zendesk

    Zoho Connect + Zendesk

    Create Zendesk tickets for new Zoho Connect mentions Read More...
    When this happens...
    Plaid New Mention
     
    Then do this...
    Zendesk Create Ticket
    Using the Zendesk-Zoho Connect integration, you can quickly resolve concerns. When someone @mentions you in Zoho Connect, new tickets are automatically created in Zendesk, allowing you to get right to work and provide excellent service.
    How This Zoho Connect – Trello Integration Works
    • When someone mentions you on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Plaid Zoho Cliq

    Zoho Connect + Zoho Cliq

    Send Zoho Cliq channel messages for Zoho Connect tasks Read More...
    When this happens...
    Plaid New Task
     
    Then do this...
    Zoho Cliq Send Channel Message
    Automatically notify your team of new tasks added in Zoho Connect, by posting it in a channel of your choice in Zoho Cliq. This keeps everyone in the loop and you don't have to update them yourself.
    How This Zoho Connect – Trello Integration Works
    • When someone mentions you on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Plaid Gmail

    Zoho Connect + Gmail

    Create Draft to Gmail from New Mention in Zoho Connect Read More...
    When this happens...
    Plaid New Mention
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    Zoho Connect + Gmail

    Send Email in Gmail when New Mention is created in Zoho Connect Read More...
    When this happens...
    Plaid New Mention
     
    Then do this...
    Gmail Send Email
  • Plaid Gmail

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Plaid {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Plaid + Zoho Connect in easier way

It's easy to connect Plaid + Zoho Connect without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

How Plaid & Zoho Connect Integrations Work

  1. Step 1: Choose Plaid as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Plaid with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Connect as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Connect with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.