Integrate Signaturit with Planio
Send information between Signaturit and Planio automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Signaturit and Planio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New signed document
Triggers when a document has been signed
Issue added
Triggers when a new issue is added
Company added
Triggers when a new company is added
Contact added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Send reminder
Sends a signature request reminder
Create certified email
Creates a new certified email request
Create templated signature request
Creates a signature request from a template
Cancel signature request
Cancels a signature request
Fetch signature request by ID
Fetches the details of an existing signature request using ID
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Create issue
Creates a new issue
Add company
Adds a new company
Update company
Updates the details of an existing company
What is Signaturit?
Signaturit is an electronic signature management software that allows users to send, sign, and store their contracts and documents securely.
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What is Planio?
Planio is a cloud-based project management and issue tracking solution that enables users to manage workflows, track bugs and issues, and build a central database for document management.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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