Superdocu + Zoho CRM

Superdocu + Zoho CRM integrations

Create Superdocu contacts from new or updated Zoho CRM contacts

Effortlessly keep your contacts updated across Zoho CRM and Superdocu with this seamless workflow. Whenever a new or updated contact is detected in Zoho CRM, the contact will be created in Superdocu, ensuring you always have access to the most current information. This way, you can save time and maintain consistency across your contact databases without manual intervention.

When this happens...
New or Updated ContactTriggers 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.
TriggerPolling
automatically do this!
Create ContactCreates a new contact in Superdocu.
ActionWrite

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More things you can do with Zoho CRM and Superdocu

Discover other triggers and actions you can use with Zoho CRM and Superdocu

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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
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.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Workflow
  Required
Trigger
Instant
Try It
Document Group Rejected
Triggers when a document group has been rejected.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Civility
- Phone
- Locale
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
Polling
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
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Workflow
  Required
Trigger
Instant
Try It
Document Group Expired Today
Triggers when a document expires.
Trigger
Instant
Try It
Document Group Expires in One Week
Triggers when a document (group) expires in exactly one week.
Trigger
Instant
Try It
- Contact ID
- Contact Email
- Workflow ID
  Required
Action
Write

About Superdocu

Superdocu helps people collect documents and information easily, and follow-up in case of missing data.

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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