Signority + Zoho CRM Integrations

How to connect Signority + Zoho CRM

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Supported triggers and actions

What does this mean?

New Completed Document
Triggers when a document is completed.
Trigger
Scheduled
New Deleted Document
Triggers when a document is deleted.
Trigger
Scheduled
New Expiring in a Week Document
Triggers when documents are expiring in a week.
Trigger
Scheduled
New Expired Document
Triggers when a document in the account is expired.
Trigger
Scheduled
New Sent Document
Triggers when a new document has been sent.
Trigger
Scheduled
New Template Link
Triggers when a new template link is created.
Trigger
Scheduled
Find Document by Title
Find a document by its title.
Action
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

Step 1: Authenticate Signority and Zoho CRM.
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.

Connect apps

Connect Signority + Zoho CRM

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.