Precisely + Webhooks by Zapier + Zoho CRM Integrations

How to connect Precisely + Webhooks by Zapier + Zoho CRM

Zapier lets you send info between Precisely and Webhooks by Zapier and Zoho CRM automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger

Start here arrow pointing down

Choose an Action

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Do even more with Precisely + Webhooks by Zapier + Zoho CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Precisely, Webhooks by Zapier, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

- Organization IdRequired
Trigger
Scheduled
Try It
- Organization IdRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Document IdRequired
Action
Write
- Organization IdRequired
- Template IdRequired
- Draft incomplete projectRequired
- TitleRequired
- External Reference Source
- External Reference Id
- Access permissionRequired
Action
Write
- Organization IdRequired
- Project IdRequired
- NameRequired
- EmailRequired
- Organization
- Role
Action
Write

- Organization IdRequired
- Document IdRequired
- MessageRequired
Action
Write
- Organization IdRequired
- Document IdRequired
Action
Search

- Organization IdRequired
- Project IdRequired
Action
Search
- URLRequired
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Headers
Trigger
Scheduled
Try It
- Pick off a Child Key
Trigger
Instant
Try It
- URLRequired
- Query String Params
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Headers
Action
Write
- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
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
Scheduled
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
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

- Organization IdRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Project IdRequired
- TitleRequired
Action
Write
- Organization IdRequired
- Project IdRequired
- FileRequired
- FilenameRequired
Action
Write
- Organization Id

Precisely + Webhooks by Zapier + Zoho CRM Integrations

How to connect Precisely + Webhooks by Zapier + Zoho CRM

Do even more with Precisely + Webhooks by Zapier + Zoho CRM

Supported triggers and actions

Contract Created

Contract Signed

Add Metadata Point to a Document

Create Contract From Template

Add Signee to Project

Send a Contract for Signing

Find a Document

Find a Contract Project

Retrieve Poll

Catch Hook

GET

PUT

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Contract Project Created

Create Document

Upload PDF to Project

Send a Project for Signing