kvCORE + Zoho Sign Integrations
How to connect kvCORE + Zoho Sign
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Campaign ActionTriggers when a campaign action runs for a specific Zap ID.Trigger- New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).Trigger
- Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.Action
- Update ContactUpdates a new contact within an account.Action
Document CompletedTriggers when a document is completed.Trigger- Document DeclinedTriggers when a document is declinedTrigger
- Document ExpiredTriggers when a document expiresTrigger
- Document RecalledTriggers when a document is recalled.Trigger
- Zoho Sign
Triggers when a document is Signed
Instant
Trigger
- Zoho Sign
Get details of a particular document
Scheduled
Action
- Zoho Sign
Send a template for signing
Scheduled
Action
How kvCORE + Zoho Sign Integrations Work
- Step 1: Authenticate kvCORE and Zoho Sign.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About kvCORE
KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.
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