New account created
Trigger when a new account record is created in Zoho CRM.
About this template
What this workflow does
Create and update contacts from Zoho CRM in Dynamics 365 Business Central with country and state mapping through Airtable.
Key benefits
- Automated contact sync
- Reliable create-or-update logic
- Standardized address data
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Inside the flow
How the template works
appse ai runs this workflow end to end for Zoho CRM — automatically, every single day. Here is exactly what happens when this template runs.
Trigger: Webhook receives CreateContact request
The workflow starts when the webhook endpoint receives a CreateContact payload.
Fetch contacts by account ID from Zoho CRM
Zoho CRM retrieves contacts using the provided account ID with all required contact and mailing fields.
Lookup country and state mapping in Airtable
Airtable fetches the matching country and state code mapping based on the Zoho CRM mailing country and mailing state.
Merge Zoho CRM and Airtable data
The merge node combines Zoho CRM contact details with Airtable mapping records using pair index matching.
Search contact in Dynamics 365 Business Central
Dynamics 365 Business Central searches existing contact records by email to identify whether a matching contact already exists.
Decision: Contact exists or not
If contact email does not exist in Dynamics 365 Business Central, a new contact is created; otherwise, the existing contact is updated.
Create new contact in Dynamics 365 Business Central
A new contact is created with display name, email, mobile phone, and full mailing address details including mapped country and state codes.
Update existing contact in Dynamics 365 Business Central
The existing Dynamics 365 Business Central contact is updated by ID with latest profile and mailing information from merged data.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Automated contact sync
Automatically creates or updates Dynamics 365 Business Central contacts from Zoho CRM without manual data entry.
02
Reliable create-or-update logic
Email-based lookup and decision branching ensure contacts are created only when missing and updated when already present.
03
Standardized address data
Country and state values are mapped using Airtable so Dynamics 365 Business Central receives consistent address codes.
01
Automated contact sync
Automatically creates or updates Dynamics 365 Business Central contacts from Zoho CRM without manual data entry.
02
Reliable create-or-update logic
Email-based lookup and decision branching ensure contacts are created only when missing and updated when already present.
03
Standardized address data
Country and state values are mapped using Airtable so Dynamics 365 Business Central receives consistent address codes.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
What starts this workflow?
The workflow starts when a webhook receives a CreateContact request payload.
How does the workflow avoid duplicate contacts?
Why is Airtable used in this flow?
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Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
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Niagara Warenhandels GmbH
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Golden Toys
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Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
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Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
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Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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