Connect Edusign and Zoho CRM to Build Intelligent Automations
Ready to use Edusign and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Student
Trigger when a new student is created.
New Professor
Triggers when you want to get all professors from the API.
New Group
Triggers when a new group is created.
New Course
Triggers when a user needs to get all courses from the API.
New Admin
Triggers when you want to get all Admins in your school from the API.
New Lead
Triggers when a new lead is created.
Do thisActions
Action is the task that follows automatically within your Edusign integrations.
Create classroom
Create a new classroom.
Create a course
Create a new course.
Create Group
Creates a Group
Create Professor
Creates a Professor
Create Student
Creates a Student
Update Student
Updates a Student.
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Frequently Asked Questions
To start, connect both your Edusign and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Edusign triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Edusign data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Edusign and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Edusign and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Edusign
Digital attendance sheets. Sign online and generate certified documents in seconds.
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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