Connect Zoho Contracts and portalio to Build Intelligent Automations
Enable Integrations or automations with these events of Zoho Contracts and portalio
Enable Integrations or automations with these events of Zoho Contracts and portalio
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 portalio accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Contracts triggers actions in portalio (or vice versa).
Absolutely. You can customize how Zoho Contracts data is recorded in portalio. This includes choosing which data fields go into which fields of portalio, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Contracts and portalio 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 portalio. 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 portalio
Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.
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