Connect Privyr and Zoho Contracts to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

Zoho Contracts

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Enable Integrations or automations with these events of Privyr and Zoho Contracts

Enable Integrations or automations with these events of Privyr and Zoho Contracts

Actions

Create Client

Create Client

Creates a new client

Create Department

Create Department

Create a new department in Zoho Contracts

Create department

Create department

Create a new department in Zoho Contracts.

Create Obligation Category

Create Obligation Category

Create a new obligation category to organize contract duties and requirements.

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Frequently Asked Questions

How do I start an integration between Privyr and Zoho Contracts?

To start, connect both your Privyr and Zoho Contracts accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in Zoho Contracts (or vice versa).

Can we customize how data from Privyr is recorded in Zoho Contracts?

Absolutely. You can customize how Privyr data is recorded in Zoho Contracts. This includes choosing which data fields go into which fields of Zoho Contracts, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Privyr and Zoho Contracts?

The data sync between Privyr and Zoho Contracts typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Privyr to Zoho Contracts?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Privyr and Zoho Contracts?

Yes, you can set conditional logic to control the flow of data between Privyr and Zoho Contracts. 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.

Privyr

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

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Zoho Contracts

About Zoho Contracts

Zoho Contracts is a comprehensive platform designed to streamline contract management processes, offering tools for drafting, reviewing, and managing contracts efficiently.

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