Create integrations between Superdocu and Zoho CRM to automate any workflow
Create your first workflow
Quickly automate workflows with Superdocu and Zoho CRM using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
WorkflowRequired
Try ItDocument Group Expired Today
Triggers when a document expires.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Civility
Phone
Locale
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.
Try It
WorkflowRequired
Try ItDocument Group Expires in One Week
Triggers when a document (group) expires in exactly one week.
Try ItContact ID
Contact Email
Workflow IDRequired
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.
Try It