Connect Zoho Contracts and Portal CX to Build Intelligent Automations
Enable Integrations or automations with these events of Zoho Contracts and Portal CX
Enable Integrations or automations with these events of Zoho Contracts and Portal CX
Actions
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.
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Frequently Asked Questions
To start, connect both your Zoho Contracts and Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Contracts triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how Zoho Contracts data is recorded in Portal CX. This includes choosing which data fields go into which fields of Portal CX, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Contracts and Portal CX 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 Portal CX. 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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About Portal CX
PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.
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