Integrate Zoho Contracts with Jetpack CRM
Send information between Zoho Contracts and Jetpack CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Contracts and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Obligation created
Triggers when an obligation is created in a contract
Counterparty created
Triggers when a new counterparty is created
Counterparty contact created
Triggers when a new counterparty contact is created
Contract created
Triggers when a new contract is created
Contract state moved to active
Triggers when the state of the contract is moved to active
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Contact status updated
Triggers when the status of an existing contact is updated
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
Fetch counterparty
Fetches the details of an existing counterparty by name or organization API name
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing contact
What is Zoho Contracts?
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What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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Logic
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Custom functions
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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