Integrate Zoho Writer with Salesmate
Send information between Zoho Writer and Salesmate automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Writer and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Document edited
Triggers when an existing document is edited
Document created in WorkDrive
Triggers when a new document is created in the selected WorkDrive
Document created and moved to folder
Triggers when a new document is created and moved to the selected folder
Document created in Zoho Docs
Triggers when a new document is created in Zoho Docs
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Upload document
Uploads the selected document and optionally to the selected folder
Merge and email document
Creates a merged document with the selected template and sends it through email
Merge and email document - WorkDrive
Creates a merged documents with the selected template and sends it through email
Merge document and invoke function
Creates a merge document with the selected template and invokes the function associated with it
Send document for signature
Sends the specified document for electronic signature
Merge and sign document
Creates a merged document with the selected template and signs it
Create document
Creates a new document with the given text
Merge and store document - WorkDrive
Creates a merged document with selected template and stores it in WorkDrive
Merge and store document
Creates a merged document with the selected template and stores it
Lock or unlock document
Locks or unlocks the specified document
Mark or unmark final status
Marks or unmarks the status of the specified document as final
Mark or unmark favorite
Marks or unmarks the specified document as favorite
Create deal
Creates a new deal
Create activity
Creates a new activity
Create company
Creates a new company
Create contact
Creates a new contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch company
Fetches the details of a company by name, ID, or website
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch deal
Fetches the details of a deal by title or ID
What is Zoho Writer?
Similar apps
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >
It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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