Integrate Zoho Contracts with Retently

Send information between Zoho Contracts and Retently automatically, without writing any code, using Zoho Flow.

Build your own integrations between Zoho Contracts and Retently

Connect Zoho Contracts and Retently with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Contracts and Retently using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Obligation status updated

Triggers when an obligation status is updated

Contract expired

Triggers when a contract is expired

Contract signed

Triggers when a contract is signed

Overdue obligation

Triggers when an obligation is overdue

Contract created

Triggers when a new contract is created

Contract status updated

Triggers when a contract status is updated

Counterparty created

Triggers when a new counterparty is created

Counterparty contact created

Triggers when a new counterparty contact is created

Obligation created

Triggers when an obligation is created in a contract

Contract state moved to active

Triggers when the state of the contract is moved to active

Feedback received

Triggers when new feedback is received

Customer created

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Create counterparty contact

Creates a new counterparty contact

Create obligation

Creates a new obligation in the specified contract

Create contract

Creates a new contract

Create counterparty

Creates a new counterparty

Update counterparty

Updates the details of an existing counterparty

Transfer contract ownership

Transfers ownership of an existing contract

Fetch counterparty

Fetches the details of an existing counterparty by name or organization API name

Create or update customer

Creates a new customer. Update the details if the email address already exists.

Create customer and send survey

Sends a survey to the specified customer if the email address already exists. Otherwise, creates a customer and then sends the survey.

Add tags to feedback

Adds tags to the specified feedback

Unsubscribe customer

Unsubscribes the specified customer

Fetch score

Fetches the details of the latest NPS score

What is Zoho Contracts?

Zoho Contracts is a feature-rich contract lifecycle management (CLM) platform that lets you streamline your contract processes and achieve compliance at scale with reduced costs.

Signature Zoho

What is Retently?

Retently is an online survey tool that helps you measure customer satisfaction and loyalty through net promoter score surveys and feedback collection.

Reviews Survey

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Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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