Add new signed Viafirma documents to Zoho CRM
When converting a lead to a client, you need to manually upload signed documents like contracts and other agreements. This integration helps you do that automatically, posting a signed document to your Zoho CRM account as soon as it's registered as signed in Viafirma.
When converting a lead to a client, you need to manually upload signed documents like contracts and other agreements. This integration helps you do that automatically, posting a signed document to your Zoho CRM account as soon as it's registered as signed in Viafirma.
- Free forever for core features
- 14 day trial for premium features & apps
Select your groupRequired
Select the group from which you want to get the signature requests
Try ItGroup
Select the group you want to use
TemplateRequired
Select the template you want to use
RecipientRequired
Insert the phone or email where the user will receive the signature request notification
Verification
Insert here the phone or email where to send the OTP
Title
This would be the subject of the e-mail
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 ItNew 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.
Try It
Get Groups
Get actual API groups
Try ItNew 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 ItModuleRequired
Try ItNew 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.
Try It
Related categories
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.