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.
- When this happens...Document Signed
Triggers when a new document is signed.
- automatically do this!Add Attachment
Add attachment to the selected Module entry
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Select your groupRequired
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TemplateRequired
RecipientRequired
Verification
Title
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.
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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.
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