Connect Zoho Sign and Raynet CRM to Build Intelligent Automations

Choose a Trigger

Zoho Sign

When this happens...

Choose an Action

Raynet CRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Trigger Record

Trigger Record

Triggers when a record is updated , created or deleted

Request a new Trigger for Zoho Sign

Do thisActions

Action is the task that follows automatically within your Zoho Sign integrations.

Send Template

Send Template

Send a template for signature.

Get Document Details

Get Document Details

Get details of a particular document.

Get Document Form Data

Get Document Form Data

Retrieves the filled field data for a particular document.

Create Signature Document

Create Signature Document

Create a new Zoho Sign document using an existing template and assign recipients for signing. The document is created as a draft or sent immediately based on your selection.

Modifying Call

Modifying Call

Modifying call data

Modifying Event

Modifying Event

Modifying event data

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Zoho Sign and Raynet CRM?

To start, connect both your Zoho Sign and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in Raynet CRM (or vice versa).

Can we customize how data from Zoho Sign is recorded in Raynet CRM?

Absolutely. You can customize how Zoho Sign data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Sign and Raynet CRM?

The data sync between Zoho Sign and Raynet CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Sign to Raynet CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Sign and Raynet CRM?

Yes, you can set conditional logic to control the flow of data between Zoho Sign and Raynet CRM. 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.

Zoho Sign

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 More
Raynet CRM

About Raynet CRM

Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.

Learn More