Connect Docusign and Zoho CRM to automate any workflow
Create your first workflow
Quickly automate workflows with Docusign and Zoho CRM using Zapier's templates.
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How Zapier works
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.
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Supported triggers and actions
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.
Try It - Template ID
- 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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