

Integrate Zoho Writer with Salesmate
Send information between Zoho Writer and Salesmate automatically, without writing any code, using Zoho Flow.

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Connect Zoho Writer and Salesmate with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
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 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.
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