Integrate HighLevel with Zoho Writer
Send information between HighLevel and Zoho Writer automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate HighLevel and Zoho Writer using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
Contact tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
Contact added
Triggers when a new contact is created
Opportunity status changed
Triggers when the status of an opportunity is changed
Contact updated
Triggers when the details of an existing contact are updated
Document created and moved to folder
Triggers when a new document is created and moved to the selected folder
Document created in Zoho Docs
Triggers when a new document is created in Zoho Docs
Document edited
Triggers when an existing document is edited
Document created in WorkDrive
Triggers when a new document is created in the selected WorkDrive
All Actions - Actions are the automated tasks
Create user
Create a new user
Add contact to campaign
Adds a contact to an existing campaign
Add workflow to contact
Adds a workflow to the specified contact
Create task
Creates a new task
Add tag to contact
Adds a tag to the specified contact
Create business
Creates a new business
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Update contact
Update the details of an existing contact by ID
Update opportunity
Update the details of an existing opportunity by ID
Update user
Update the details of an existing user by ID
Fetch contact
Fetches the details of an existing contact by query
Remove contact from campaign
Removes a contact from an existing campaign
Remove tag from contact
Removes a tag from the specified contact
Fetch opportunity
Fetches the details of an existing opportunity
Merge and email document
Creates a merged document with the selected template and sends it through email
Create document
Creates a new document with the given text
Merge and store document - WorkDrive
Creates a merged document with selected template and stores it in WorkDrive
Merge and email document - WorkDrive
Creates a merged documents with the selected template and sends it through email
Send document for signature
Sends the specified document for electronic signature
Merge and sign document
Creates a merged document with the selected template and signs it
Merge and store document
Creates a merged document with the selected template and stores it
Merge document and invoke function
Creates a merge document with the selected template and invokes the function associated with it
Upload document
Uploads the selected document and optionally to the selected folder
Mark or unmark favorite
Marks or unmarks the specified document as favorite
Lock or unlock document
Locks or unlocks the specified document
Mark or unmark final status
Marks or unmarks the status of the specified document as final
What is HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.
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What is Zoho Writer?
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Endless integrations. End to manual work.
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