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  • Zoho CRM logoZoho CRM logo

Signority + Zoho CRM Integrations

How to connect Signority + Zoho CRM

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  • Signority triggers, actions, and search
    New Completed Document
    Triggers when a document is completed.
    Trigger
    Scheduled
  • Signority triggers, actions, and search
    New Deleted Document
    Triggers when a document is deleted.
    Trigger
    Scheduled
  • Signority triggers, actions, and search
    New Expiring in a Week Document
    Triggers when documents are expiring in a week.
    Trigger
    Scheduled
  • Signority triggers, actions, and search
    New Expired Document
    Triggers when a document in the account is expired.
    Trigger
    Scheduled
  • Signority triggers, actions, and search
    New Sent Document
    Triggers when a new document has been sent.
    Trigger
    Scheduled
  • Signority triggers, actions, and search
    New Template Link
    Triggers when a new template link is created.
    Trigger
    Scheduled
  • Signority triggers, actions, and search
    Find Document by Title
    Find a document by its title.
    Action
    Search
  • Signority triggers, actions, and search
    Find Documents by Recipient Email
    Find the most recent documents by recipient email.
    Action
    Search
  • Signority

    Find regular templates by title.

    Scheduled

    Action

  • Signority

    Find a template link by name.

    Scheduled

    Action

  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    Triggers instantaneously when any entry is created in the specified module.

    Instant

    Trigger

  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    Triggers instantaneously when any entry is created or updated in the specified module.

    Instant

    Trigger

  • Zoho CRM

    Triggers when a new active user is added to your Zoho CRM account.

    Scheduled

    Trigger

  • Zoho CRM

    Triggers instantaneously when a module entry is updated

    Instant

    Trigger

  • Zoho CRM

    Add attachment to the slected Module entry

    Scheduled

    Action

  • Zoho CRM

    Add new tag to existing module entries

    Scheduled

    Action

  • Zoho CRM

    Convert an existing lead to contact and account

    Scheduled

    Action

  • Zoho CRM

    Creates a new entry in a module

    Scheduled

    Action

  • Zoho CRM

    Update existing entry in the selected module

    Scheduled

    Action

  • Zoho CRM

    Relates an entry in this module with an entry in another module

    Scheduled

    Action

  • Zoho CRM

    Create or update module entries

    Scheduled

    Action

  • Zoho CRM

    Finds an entry in a module

    Scheduled

    Action

  • Zoho CRM

    Create contact if contact does not exist

    Scheduled

    Action

  • Zoho CRM

    Create Lead if contact does not exist

    Scheduled

    Action

  • Zoho CRM

    Create module entry if entry does not exist

    Scheduled

    Action

How Signority + Zoho CRM Integrations Work

  1. Step 1: Authenticate Signority and Zoho CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Signority

Signority is the easiest and most secure eSignature platform for SME's, that lets you get your documents signed on any device, anytime. You can also manage, share and store your documents to streamline your operations.

Related categories

zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Learn more

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