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Viafirma + Zoho CRM

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.

  1. When this happens...
    ViafirmaViafirma
    Document Signed

    Triggers when a new document is signed.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Add Attachment

    Add attachment to the selected Module entry

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
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    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
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About Viafirma

Viafirma is an electronic signature solution for large and small teams.

Related categories

  • Signatures
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

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