Connect Zoho Connect and ERP Docs
Integrate Zoho Connect with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New Announcement in Zoho-connect
Create Document from Template in ERP Docs when New Announcement in Zoho-connect
Get Bulk Send Batch from ERP Docs when New Announcement in Zoho-connect
Get Bulk Send Rows from ERP Docs when New Announcement in Zoho-connect
Get Documents from ERP Docs when New Announcement in Zoho-connect
Popular Zoho Connect + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Connect
When this happens...
New Announcement
New Status
Choose an action
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Templates from ERP Docs when New Announcement in Zoho-connect
Use this flowCreate Document from Template in ERP Docs when New Announcement in Zoho-connect
Use this flowGet Bulk Send Batch from ERP Docs when New Announcement in Zoho-connect
Use this flowGet Bulk Send Rows from ERP Docs when New Announcement in Zoho-connect
Use this flowGet Documents from ERP Docs when New Announcement in Zoho-connect
Use this flowDownload Signed Document from ERP Docs when New Announcement in Zoho-connect
Use this flowSend Document Reminder via ERP Docs when New Announcement in Zoho-connect
Use this flowGet Workspaces from ERP Docs when New Announcement in Zoho-connect
Use this flowDelete Brand Profile in ERP Docs when New Announcement in Zoho-connect
Use this flowGet Brand Profiles from ERP Docs when New Announcement in Zoho-connect
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Connect and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
New Announcement
Triggers when a new Announcement is added.
New Status
Triggers when a new status is added.
Do thisActions
Action is the task that follows automatically within your Zoho Connect integrations.
Add Member to Group
Adds user to a group (invite and add, if the user is not a member of the network).
Create Private Task
Adds a private task.
Create Task in Board
Adds a new task in a specific board.
Create Status
Adds a new status in a specific group.
Invite User to Network
Sends an invite to the user to join your network.
Create Event
Adds a new event in a specific group.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Zoho Connect
From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.
Learn moreAbout ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Connect and ERP Docs accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho Connect and ERP Docs as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ERP Docs. No coding required.
Yes. You can set up a workflow where Zoho Connect triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Zoho Connect. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho Connect and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Connect and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
