How do i connect zoho?

In Zoho CRM create a webhook (Setup → Automation → Actions → Webhooks): POST to https://theatlis.com/api/v1/identify with a raw JSON body such as {"apiKey":"atlis_sk_...","userId":"${Leads.Email}","email":"${Leads.Email}","name":"${Leads.First Name}"}. Then trigger it from a Leads workflow rule on create/edit. Insert merge fields with Zoho's picker.

Which trigger for cancelled zoho customers?

Use the Subscription Cancelled workflow. Add "properties": {"lead_status": "${Leads.Lead Status}"} to your Zoho webhook body, run the workflow rule on create and edit, then map lead_status value Cancelled to Churned in CRM status mapping. When the status changes, Atlis marks the user Churned and sends that workflow.

Why does zoho say the json is invalid?

That Zoho error usually means a merge field name doesn't match a real field, often because it was typed by hand. Re-insert each ${Leads.…} field with Zoho's field picker, and make sure every value is inside double quotes.

Connect Zoho CRM

Send Zoho CRM leads to Atlis automatically with a Zoho workflow webhook.

Available on: Growth, Scale or an active trial

1
Get your Atlis API key
Settings → Integrations → Server API & CRM → Generate API key.
2
Create the webhook in Zoho
In Zoho CRM go to Setup → Automation → Actions → Webhooks and create a webhook for the Leads module. Set Method to POST and the URL to https://theatlis.com/api/v1/identify.

Set the body

Choose a raw JSON body and paste the template below. Insert each merge field with Zoho's field picker instead of typing it, so the names match exactly.

Webhook body

{
  "apiKey": "atlis_sk_YOUR_KEY",
  "userId": "${Leads.Email}",
  "email": "${Leads.Email}",
  "name": "${Leads.First Name}",
  "sourceTag": "${Leads.Lead Source}",
  "properties": {
    "company": "${Leads.Company}",
    "lead_status": "${Leads.Lead Status}"
  }
}

4
Trigger it from a workflow rule
Go to Setup → Automation → Workflow Rules, create a rule on Leads that runs when a record is created or edited, and add your webhook as an instant action.
5
Test
Create or edit a lead in Zoho, then look for them in Atlis Users. Use the Connected via: CRM / API filter to see only CRM users.

Pick one userId and keep it

The template uses the lead's email as userId. Whatever you choose, never change it later, or Atlis will create a second user for the same person.

The API key can go in the body (apiKey). Both /api/v1/identify and /api/v1/events accept it there.
Empty merge fields are ignored, so they never erase data already in Atlis.
If Zoho says the JSON is invalid, a merge field name is probably misspelled. Re-insert it with the field picker.
Map your Lead Status values in CRM status mapping to mark leads activated or churned automatically.

Cancelled customers

Add "properties": {"lead_status": "${Leads.Lead Status}"} to the webhook body, inserting the field with Zoho's picker.
Make sure the workflow rule also runs when a record is edited, so a status change reaches Atlis.
In Atlis, map lead_status value Cancelled (or whatever Zoho sends) to Churned in CRM status mapping.
Turn on a Subscription Cancelled workflow. Atlis marks the user Churned and sends it when the status changes to Cancelled.

Zoho menu names can differ slightly between Zoho editions.

Receive a CRM's own webhook

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