Create integrations between Docusign and Zoho CRM to automate any workflow
Quickly automate workflows with Docusign and Zoho CRM using Zapier's templates.
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Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Status
- Add certificate of completion?
- Download form data?
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- Apply template ID?
- Brand ID
- Email Subject
- Email Body
- Apply template ID?
- Email Subject
- Email Body
- Recipient Email
- Recipient Name
- Recipient Role
- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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- New Folder
Triggers when a new folder is created.
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- Brand ID
- Email Subject
- Email Body
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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