How to connect Signority + Zoho CRM
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- New Completed DocumentTriggers when a document is completed.Trigger
- New Deleted DocumentTriggers when a document is deleted.Trigger
- New Expiring in a Week DocumentTriggers when documents are expiring in a week.Trigger
- New Expired DocumentTriggers when a document in the account is expired.Trigger
- New Sent DocumentTriggers when a new document has been sent.Trigger
- New Template LinkTriggers when a new template link is created.Trigger
- Find Document by TitleFind a document by its title.Action
- Find Documents by Recipient EmailFind the most recent documents by recipient email.Action
- 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.
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