Use Zoho Flow to integrate Zoho Sign with Zoho CRM, in atleast 491 different ways, without writing code. Automate any tasks that keep you away from what you do best.
CONNECT
Connect your apps and move data seamlessly
AUTOMATE
Automate redundant manual tasks and save your precious time and effort
ORCHESTRATE
Orchestrate your business process by integrating the apps you use efficiently
Explore prebuilt integration flows to get started
Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign
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All Triggers - A trigger kickstarts the flow
Document forwarded
Triggers when a document is forwarded
Document signed
Triggers when a document is signed
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 completed
Triggers when a document is completed
Document viewed
Triggers when a document is viewed
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
All Actions - Action are the automated tasks
Draft document
Populates a document based on a template
Send request by email
Sends a request to the specified email address
Create folder
Creates a new folder
Send document
Populates a document based on a template and sends it to the specified recipients
Update document
Updates the details of an existing document based on ID
Change request owner
Chnages the owner of the specified request
Fetch template
Fetches the details of an existing template by name or ID
Fetch document
Fetches the details of an existing document by ID
Fetch recipient
Fetches the details of a document's recipient by email address
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Remove tags
Removes tags from the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send email template
Sends an email to the specified users
Add user
Adds a new user
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update module entry
Updates the specified module entry
Send mail merge
Sends a mail merge with details of the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Raise signal
Raises a signal to Zoho CRM
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add note
Adds a note to the selected module
Add tags
Adds tags to the specified record
Convert lead to contact
Converts a lead to a contact
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches a user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch event
Fetches an event by its title or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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Testimonial
“All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data input” Know more
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