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Oneflow + Zoho CRM

Oneflow + Zoho CRM

Oneflow + Zoho CRM integrations

Create Oneflow contracts for new Zoho CRM contacts

Effortlessly manage your sales process by connecting Zoho CRM and Oneflow. With this workflow, every time you add a new contact in Zoho CRM, a contract will be created in Oneflow. This seamless automation simplifies the contract creation process and ensures that you never miss a business opportunity while staying organized and focused on growth.

When this happens...
New ContactTriggers 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.
TriggerPolling
automatically do this!
Create ContractCreate a new Oneflow contract
ActionWrite

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More things you can do with Zoho CRM and Oneflow

Discover other triggers and actions you can use with Zoho CRM and Oneflow

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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New 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.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Oneflow user performing this action
  Required
- Contract ID
  Required
- Participant type
  Required
- Information box
- Participant name
  Required
Action
Write
- Oneflow user performing this action
  Required
- Contract ID Info
- Contract ID
  Required
- Product Table ID Info
- Product table ID
  Required
- Product name
  Required
- Product description
- Base price 1
- Price 1 discount
- Base price 2
- Price 2 discount
- Quantity type
- Quantity value
  Required
- Information box
- Lock for counterparties
Action
Write
- Oneflow user performing this action
  Required
- Contract ID
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Oneflow user performing this action
  Required
- Contract ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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.
Trigger
Polling
Try It
New 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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Trigger when contract status changed to
  Required
Trigger
Instant
Try It
- Oneflow user performing this action
  Required
- File name
- File
  Required
- Information box
- Contract ID
  Required
- Upload as
  Required
Action
Write
- Contract ID
  Required
- Information box
- Additional fields to retrieve
Action
Write
- Oneflow user performing this action
  Required
- Contract name
- Add an external link?
  Required
Action
Write
- Contract ID
  Required
Action
Write

About Oneflow

Oneflow is a digital platform that automates entire contract process from creating, signing and sending.

Learn moreLearn moreHelpHelp

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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