Create integrations between Zoho CRM and MyDocSafe
Search a record in Zoho-crm when Document is Signed in Mydocsafe
Update a lead in Zoho-crm when Document is Signed in Mydocsafe
Create a Note in Zoho-crm when Document is Signed in Mydocsafe
Create a lead in Zoho-crm when Document is Signed in Mydocsafe
Search a record in Zoho-crm when Form is submitted in Mydocsafe
Update a lead in Zoho-crm when Form is submitted in Mydocsafe
Create a Note in Zoho-crm when Form is submitted in Mydocsafe
Create a lead in Zoho-crm when Form is submitted in Mydocsafe
Search a record in Zoho-crm when Esign is Rejected in Mydocsafe
Update a lead in Zoho-crm when Esign is Rejected in Mydocsafe
Automate anything with mydocsafe & zoho-crm Integrations!
When this happens
Triggers
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do this
Actions
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Search a record
Search a record in a module
Update a lead
Update an existing lead by its id
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
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How viaSocket is going to help you with your business?
viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
About Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
Integrations run at
