Connect Zoho Contracts and Filestage to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Contracts
Choose an Action
Automatically do this!
Create Folder
Create Project
Archive/Unarchive Project
Add Reviewers to Reviewers Group
Create Review Comment
Get Reviewer Groups by Project
Get Review by ID
Get Project by ID
Get projects
Get folders
Get folder by ID
Get comments by review
Download file version
Get File By ID
Upload a file
Upload a file with a file Object
Find Member By Email
Ready to use Zoho Contracts and Filestage automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers When a new project is created
Project is Archived
Triggers when a project is archived.
Project is Deleted
Triggers when a project is removed.
New File Version Is Uploaded
Triggers when a new version of a file is uploaded.
File Version is Deleted
Triggers when a file version is removed.
New Folder is Created
Triggers when a new folder is created.
Do thisActions
Action is the task that follows automatically within your Zoho Contracts integrations.
Create Department
Create a new department in Zoho Contracts
Create department
Create a new department in Zoho Contracts.
Create Obligation Category
Create a new obligation category to organize contract duties and requirements.
Create Folder
Creates a folder.
Create Project
Creates a project in the specific folder.
Archive/Unarchive Project
Archives/Unarchives a chosen project.
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Frequently Asked Questions
To start, connect both your Zoho Contracts and Filestage accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Contracts triggers actions in Filestage (or vice versa).
Absolutely. You can customize how Zoho Contracts data is recorded in Filestage. This includes choosing which data fields go into which fields of Filestage, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Contracts and Filestage 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 Zoho Contracts and Filestage. 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 Zoho Contracts
Zoho Contracts is a comprehensive platform designed to streamline contract management processes, offering tools for drafting, reviewing, and managing contracts efficiently.
Learn MoreAbout Filestage
Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
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