Integrate Zoho Sign with OnePageCRM

Send information between Zoho Sign and OnePageCRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Zoho Sign and OnePageCRM

Connect Zoho Sign and OnePageCRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Sign and OnePageCRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Document viewed

Triggers when a document is viewed

Document sent

Triggers when a document is sent

Folder created

Triggers when a new folder is created

Document declined

Triggers when a document is declined

Document recalled

Triggers when a document is recalled

Document expired

Triggers when a document has expired

Template created

Triggers when a new template is created

Document forwarded

Triggers when a document is forwarded

Document signed

Triggers when a document is signed

Document completed

Triggers when a document is completed

New action

Triggers when a new action is created

Deal won

Triggers when a deal is won

New contact

Triggers when a new contact is created

New pending deal

Triggers when there is a new pending deal

All Actions - Actions are the automated tasks

Create folder

Creates a new folder

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

Send request by email

Sends a request to the specified email address

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 template

Fetches the details of an existing template by name or ID

Fetch document

Fetches the details of an existing document by ID

Create note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

What is Zoho Sign?

Zoho Sign is digital signature software for business. You can send documents, receive notification about document status, and set reminders in accordance with the document expiry date.

Signature Zoho

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

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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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

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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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