Connect MyDocSafe and Zoho Books to Build Intelligent Automations

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Triggers when a document sign request is sent.

New Sales Invoice

Runs when a new sales invoice is created in Zoho Books.

Sales Invoice Updated

Runs when a sales invoice is updated

Create a Folder

Create Folder in a specific parent folder

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create Invoice

Creates a new invoice for a selected customer.

Create Or Update Customer

Creates a new customer or updates an existing customer in Zoho Books.

Update Invoice

Update an existing invoice’s customer, line items, taxes, discounts, shipping, tags, or custom fields.