Signable

Documents

Zoho CRM

CRM (Customer Relationship Management)

Integrations Signable Zoho CRM

Create integrations between Signable and Zoho CRM

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Update a lead in Zoho-crm when Send Envelope via Signable

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Update a lead in Zoho-crm when Add Contact to Signable

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Update a lead in Zoho-crm when Cancel Envelope in Signable

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Update a lead in Zoho-crm when Envelope Opened in Signable

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Update a lead in Zoho-crm when Envelope Signed in Signable

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Update a lead in Zoho-crm when Envelope Reject in Signable

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Update a lead in Zoho-crm when Envelope Bounced in Signable

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Update a lead in Zoho-crm when Template Create in Signable

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Update a lead in Zoho-crm when Envelope Complete in Signable

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Update a lead in Zoho-crm when Envelope Sent in Signable

Actions and Triggers

Triggers

Send Envelope

Triggers when a envelope is send.

Add Contact

Triggers when a new contact is add.

Cancel Envelope

Triggers when an envelope is canceled

Envelope Opened

Triggers when an envelope is open.

Envelope Signed

Triggers when an envelope is signed.

Envelope Reject

Triggers when envelope is rejected

Actions

Send an Envelope using a Template

Send an Envelope using a Template.

Search a record

Search a record in a module

Update a lead

Update an existing lead by its id

Create a Note

Create a note in the selected module

Create a lead

Creates a new lead

Know More About
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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Signable

Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.

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About 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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