Connect Zoho Contracts and EKM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Contracts
Choose an Action
Automatically do this!
Create Customer
Create Product
Update Product
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Runs when a new customer is created.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
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 Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
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Frequently Asked Questions
To start, connect both your Zoho Contracts and EKM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Contracts triggers actions in EKM (or vice versa).
Absolutely. You can customize how Zoho Contracts data is recorded in EKM. This includes choosing which data fields go into which fields of EKM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Contracts and EKM 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 EKM. 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.
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