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The moment it happens

Save each order in Zoho CRM and email a confirmation

Every new order or inquiry is saved as a contact and deal in Zoho CRM, and the customer gets a confirmation email from Gmail.

Runs
The moment it happens
Apps
Gmail, Zoho CRM
AI
Optional
Access
ZohoCRM.modules.ALL; gmail.send

Send this to your assistant

Create a ClickRuntime automation: when a new order or inquiry comes in from my website, create or update the contact in Zoho CRM, add a deal, and email the customer a confirmation from Gmail.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A furniture maker takes custom orders through their website. Each one is retyped into Zoho CRM, and the confirmation email goes out whenever someone has a moment. Details get mistyped, and customers sometimes wait a day to hear the order was received.

Each order or enquiry now creates or updates the contact in Zoho, adds a deal with the order details, and sends the customer a confirmation from Gmail within seconds.

What you get out of it

  • The CRM is always complete

    Every order is recorded, not just the ones someone had time to type in.

  • Customers hear back immediately

    A confirmation from a real Gmail address reassures them the order arrived.

  • No duplicate contacts

    Returning customers are matched by email and their existing record is updated.

  • Fewer typing mistakes

    Names, amounts and products come straight from the order.

How it works

What happens, step by step

  1. Your website sends ClickRuntime each new order or enquiry.

  2. The customer is created in Zoho CRM, or updated if their email is already there.

  3. A deal is added with the order details and amount.

  4. The customer gets a confirmation email from your Gmail, and each order is handled once.

Before it runs live

  • Connect Google through your own Google app (a one-time, 10-minute setup), so it works with your own Gmail
  • Connect Zoho CRM
  • Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens
Save each order in Zoho CRM and email a confirmationjust nowSucceeded
Gmail · SentWe've received your order: Oak dining table. Thanks so much for choosing us, Maya!

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Change what the AI looks for, or how it writes the result
  • Add another app, for example also send it to Slack
  • Combine it with other Gmail and Zoho CRM steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
new_order_or_inquiry_zoho_record_and_gmail_confirmation.pyexample
import base64
from email.message import EmailMessage
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, http, ai

ZOHO = "https://www.zohoapis.com/crm/v6"

@on_event
def handle(event):
    o = event.json or {}
    zh = {"Authorization": f"Zoho-oauthtoken {credentials.connection('zoho', 'work')}"}
    contact = http.post(f"{ZOHO}/Contacts/upsert", headers=zh,
                        json={"data": [{"Last_Name": o["name"], "Email": o["email"]}], "duplicate_check_fields": ["Email"]}).json()
    contact_id = contact["data"][0]["details"]["id"]
    http.post(f"{ZOHO}/Deals", headers=zh, json={"data": [{"Deal_Name": f"{o['name']}: {o['item']}", "Amount": o.get("amount"),
                                                           "Stage": "New order", "Contact_Name": {"id": contact_id}}]})
    line = ai.generate(f"One warm sentence thanking {o['name']} for ordering {o['item']}.", max_output_tokens=60).text.strip()
    msg = EmailMessage()
    msg["To"], msg["Subject"] = o["email"], f"We've received your order: {o['item']}"
    msg.set_content(f"Hi {o['name']},\n\n{line}\n\nWe'll be in touch with delivery details soon.")
    gmail = build("gmail", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
    gmail.users().messages().send(userId="me", body={"raw": base64.urlsafe_b64encode(msg.as_bytes()).decode()}).execute()
    return {"contact": contact_id}

FAQ

Common questions

What does my website need to send?
The customer's name, email and order or enquiry details, through a webhook to the trigger link in your ClickRuntime dashboard.
Can the confirmation be personalised?
Yes. It uses the customer's name and order details, and AI can write a short personal line if you turn it on.
Which pipeline stage do new deals get?
The stage you name in the prompt, such as New order. Enquiries can go to a different stage from paid orders.
What permissions does it need?
ZohoCRM.modules.ALL; gmail.send. Nothing else in your accounts is used.
Does it need AI?
No, but you can ask for an AI step (for example a summary). It then uses ClickRuntime's built-in AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Save each order in Zoho CRM and email a confirmation” from your assistant

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