Connect Zoho Sign and BoardCRM to Build Intelligent Automations
Enable Integrations or automations with these events of Zoho Sign and BoardCRM
Enable Integrations or automations with these events of Zoho Sign and BoardCRM
Actions
Get Document Details
Get details for a specific document.
Get Document Form Data
Retrieve filled form fields from a specific document.
Create Signature Document
Create a document from a template, assign recipients to sign, and save as draft or send immediately.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
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Frequently Asked Questions
To start, connect both your Zoho Sign and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Zoho Sign data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sign and BoardCRM 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 Sign and BoardCRM. 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 Sign
Zoho Sign is a digital signature app for business signatories. It helps you securely sign, send, and manage documents online, streamlining your workflow and ensuring compliance with legal standards.
Learn MoreAbout BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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