Email by Zapier + Zoho CRM + Oneflow
Create Oneflow contracts for updated deal entries in Zoho CRM
This Zapier automation allows you to seamlessly create Oneflow contracts whenever a deal is created or updated in Zoho CRM. Once a deal is added or updated in Zoho CRM, Zapier will automatically create a contract for this deal in Oneflow. This will add the default contact in the deal as the participant in the contract. This app integration streamlines your sales process by automating the contract creation process, thus, saving you time, and eliminating the risks associated with manual data entry.
This Zapier automation allows you to seamlessly create Oneflow contracts whenever a deal is created or updated in Zoho CRM. Once a deal is added or updated in Zoho CRM, Zapier will automatically create a contract for this deal in Oneflow. This will add the default contact in the deal as the participant in the contract. This app integration streamlines your sales process by automating the contract creation process, thus, saving you time, and eliminating the risks associated with manual data entry.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this...Find Module Entry
Finds an entry in a module
- then do this...Create Contract
Create a new Oneflow contract
- then do this...Add Participant
Add a new participant to a Oneflow contract
- then do this!Send Outbound Email
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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.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
