Integrate Zoho Sign with Zoho CRM
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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign
How it works
Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign
Zoho Sign + Zoho CRM
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Supported triggers and actions
Integrate Zoho Sign and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Document completed
Triggers when a document is completed
Document forwarded
Triggers when a document is forwarded
Document expired
Triggers when a document has expired
Template created
Triggers when a new template is created
Document viewed
Triggers when a document is viewed
Document recalled
Triggers when a document is recalled
Document declined
Triggers when a document is declined
Folder created
Triggers when a new folder is created
Document signed
Triggers when a document is signed
Document sent
Triggers when a document is sent
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New user
Triggers when a new user is created
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New note
Triggers when a new note is added
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
All Actions - Actions are the automated tasks
Create folder
Creates a new folder
Send request by email
Sends a request to the specified email address
Send document
Populates a document based on a template and sends it to the specified recipients
Draft document
Populates a document based on a template
Update document
Updates the details of an existing document based on ID
Change request owner
Chnages the owner of the specified request
Fetch recipient
Fetches the details of a document's recipient by email address
Fetch document
Fetches the details of an existing document by ID
Fetch template
Fetches the details of an existing template by name or ID
Draft email template
Drafts an email based on the selected template
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Enroll cadence
Enrolls an existing record to a cadence
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Remove tags
Removes tags from the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Add user
Adds a new user
Send mail merge
Sends a mail merge with details of the selected record
Raise signal
Raises a signal to Zoho CRM
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Un-enroll cadence
Un-enrolles a record from the cadence
Add note
Adds a note to the selected module
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is Zoho Sign?
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What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
Build comprehensive workflows using
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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CEO, OpIndia
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