LeadConnector + Zoho Sign

"update opportunities in LeadConnector when documents are completed in Zoho Sign"

Experience a smooth, well-coordinated sales process with this workflow. Every time a document gets finalized in Zoho Sign, the corresponding opportunity in LeadConnector gets up-to-date promptly, ensuring the sales data in your CRM is consistently accurate. This saves time, reduces potential errors, and efficiently bridges document management with sales tracking.

When this happens...
Document Completed
Triggers when an envelope or document is completed i.e. signed and approved by all recipients.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Document Completed
Triggers when an envelope or document is completed i.e. signed and approved by all recipients.
Trigger
Instant
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Document Expired
Triggers when an envelope or document expires.
Trigger
Instant
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Document Signed
Triggers when an envelope or document is signed or approved by a recipient.
Trigger
Instant
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- Request IDRequired
Action
Write
Send Template
Send a template for signing.
Action
Write

- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Document Declined
Triggers when an envelope or document is declined.
Trigger
Instant
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Document Recalled
Triggers when an envelope or document is recalled.
Trigger
Instant
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- Request IdRequired
- Certificate of completion
Action
Write
- Request IdRequired
Action
Write
Send Template (For Testing Purpose)
Send a template for signing for testing purposes (up to 50 envelopes a month). The envelopes sent using this action will not consume any Zoho Sign credits and the documents will be watermarked with the 'For testing purpose only' note.
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write