Connect Zoho CRM and eSignatures
Integrate Zoho CRM with eSignatures to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contract in eSignatures when New Lead in Zoho CRM
Withdraw Contract from eSignatures when New Lead in Zoho CRM
Add Contract Signer to eSignatures when New Lead in Zoho CRM
Update Contract Signer in eSignatures when New Lead in Zoho CRM
Delete Contract Signer in eSignatures when New Lead in Zoho CRM
Popular Zoho CRM + eSignatures flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho CRM
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
New or Updated Lead
Choose an action
eSignatures
Automatically do this!
Create Contract
Withdraw Contract
Add Contract Signer
Update Contract Signer
Delete Contract Signer
Resend Signature Request
Get Contract Placeholder Fields
Update Contract Placeholder Fields
Get Contract Content
Update Contract Content
Create Template
Update Template
Update Template Content
Get Template Details
Get Template Content
Add Template Collaborator
Remove Template Collaborator
Get All Templates
Get Contract Details
Delete Template
Get Template Collaborators
Create Contract in eSignatures when New Lead in Zoho CRM
Use this flowWithdraw Contract from eSignatures when New Lead in Zoho CRM
Use this flowAdd Contract Signer to eSignatures when New Lead in Zoho CRM
Use this flowUpdate Contract Signer in eSignatures when New Lead in Zoho CRM
Use this flowDelete Contract Signer in eSignatures when New Lead in Zoho CRM
Use this flowResend Signature Request via eSignatures when New Lead in Zoho CRM
Use this flowGet Contract Placeholder Fields from eSignatures when New Lead in Zoho CRM
Use this flowUpdate Contract Placeholder Fields in eSignatures when New Lead in Zoho CRM
Use this flowGet Contract Content from eSignatures when New Lead in Zoho CRM
Use this flowUpdate Contract Content in eSignatures when New Lead in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and eSignatures.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Update New Lead trigger perform code with required fields param for Zoho CRM v8 pagination.
New Contact
Triggers when a new contact is created in Zoho CRM.
New Account
Adds transferoption code for the New Account polling trigger using Zoho CRM Accounts Get Records pagination.
New Deals
Update New Deals trigger transferoption to use Zoho CRM Get Records page_token pagination.
New Task
Update scheduled trigger transferoption to use Zoho CRM v8 Get Records requirements with fields and page_token pagination.
New or Updated Lead
Update sample data code for New or Updated Lead trigger.
Do thisActions
Action is the task that follows automatically within your Zoho CRM integrations.
Update a lead
Update an existing lead in Zoho CRM by Lead ID.
Create a Note
Create a note in the selected module
Create a lead
Updated Zoho CRM Create a lead action with dynamic dropdowns for Layout, Wizard, and Assignment Rule, plus reviewer-suggested custom field date/datetime handling and wizard connection path validation.
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Update note_id field visibility so the Note dropdown appears only after a lead is selected, while preserving existing perform logic and input field behavior.
Add Tags to Leads
Attach tags to existing leads by lead ID, email, or mobile number; optionally replace existing tags.
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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About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
About eSignatures
eSignatures.io is a platform that provides electronic signature solutions, enabling users to sign documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to manage contracts and agreements digitally.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and eSignatures 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 CRM and eSignatures 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 eSignatures. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in eSignatures, and a separate workflow where eSignatures triggers actions in Zoho CRM. 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 CRM and eSignatures. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and eSignatures integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
