Connect Zoho Mail and ERP Docs
Integrate Zoho Mail with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when New Email in Zoho Mail
Create Document from Template in ERP Docs when New Email in Zoho Mail
Get Bulk Send Batch from ERP Docs when New Email in Zoho Mail
Get Bulk Send Rows from ERP Docs when New Email in Zoho Mail
Get Documents from ERP Docs when New Email in Zoho Mail
Popular Zoho Mail + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Mail
When this happens...
New Email
New Email Matching Search
Choose an action
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Templates from ERP Docs when New Email in Zoho Mail
Use this flowCreate Document from Template in ERP Docs when New Email in Zoho Mail
Use this flowGet Bulk Send Batch from ERP Docs when New Email in Zoho Mail
Use this flowGet Bulk Send Rows from ERP Docs when New Email in Zoho Mail
Use this flowGet Documents from ERP Docs when New Email in Zoho Mail
Use this flowDownload Signed Document from ERP Docs when New Email in Zoho Mail
Use this flowSend Document Reminder via ERP Docs when New Email in Zoho Mail
Use this flowGet Workspaces from ERP Docs when New Email in Zoho Mail
Use this flowDelete Brand Profile in ERP Docs when New Email in Zoho Mail
Use this flowGet Brand Profiles from ERP Docs when New Email in Zoho Mail
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Mail and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
New Email
Triggers when new email received.
New Email Matching Search
Triggers when you recieve a new email that matches the given condition.
Do thisActions
Action is the task that follows automatically within your Zoho Mail integrations.
Create Draft
Create a new draft email.
Create Folder
Creates a new folder.
Create Label
Creates a new label in zoho mail.
Send Email
Send an email from a Zoho Mail account with subject and HTML or plain-text body to To/CC/BCC recipients; optionally attach files downloaded from URLs (comma-separated or JSON array; files ≤10 MB; filenames inferred) or from storage, and optionally schedule delivery (fixed date/time or relative).
Get User Signatures
Get a list of all email signatures from the connected Zoho Mail account.
Upload Attachment
Upload a file from a URL and add it as an attachment (or inline) to an email in Zoho Mail.
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Zoho Mail
Zoho Mail provides encrypted, ad-free email hosting with custom domains, IMAP/POP/SMTP support, robust admin controls, and enterprise-grade security for business communication.
Learn moreSimilar apps
About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Mail and ERP Docs 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 Mail and ERP Docs 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 ERP Docs. No coding required.
Yes. You can set up a workflow where Zoho Mail triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Zoho Mail. 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 Mail and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Mail and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
