Oneflow + Zoho CRM

Create Oneflow contracts for new Zoho CRM contacts

Effortlessly manage your sales process by connecting Zoho CRM and Oneflow. With this workflow, every time you add a new contact in Zoho CRM, a contract will be created in Oneflow. This seamless automation simplifies the contract creation process and ensures that you never miss a business opportunity while staying organized and focused on growth.

When this happens...
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.
TriggerPolling
automatically do this!
Create Contract
Create a new Oneflow contract
ActionWrite

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Supported triggers and actions

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
- ModuleRequired
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
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- 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
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
- Oneflow user performing this actionRequired
- Contract IDRequired
- Participant typeRequired
- Information box
- Participant nameRequired
Action
Write
- Oneflow user performing this actionRequired
- Product Table ID Info
- Contract IDRequired
- Product table IDRequired
- Product nameRequired
- Product description
- Base price 1
- Price 1 discount
- Base price 2
- Price 2 discount
- Quantity type
- Quantity valueRequired
- Information box
- Lock for counterparties
Action
Write
- Oneflow user performing this actionRequired
- Contract IDRequired
- SubjectRequired
- MessageRequired
Action
Write
- Oneflow user performing this actionRequired
- Contract IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- Trigger when contract status changed toRequired
Trigger
Instant
Try It
- Oneflow user performing this actionRequired
- File name
- FileRequired
- Information box
- Contract IDRequired
- Upload asRequired
Action
Write
- Contract IDRequired
- Information box
- Additional fields to retrieve
Action
Write
- Oneflow user performing this actionRequired
- Contract name
- Add an external link?Required
Action
Write
- Contract IDRequired
Action
Write

About Oneflow

Oneflow is a digital platform that automates entire contract process from creating, signing and sending.

Learn more

Related categories

Signatures

About Zoho CRM

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

Learn more

Oneflow + Zoho CRM

Create Oneflow contracts for new Zoho CRM contacts

Supported triggers and actions

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Add Participant

Add Product

Send Contract

Delete Contract

API Request (Beta)

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Contract Status Changed

Add an Attachment or Expanded PDF

Get Contract Details

Create Contract

Download Contract

About Oneflow

Related categories

About Zoho CRM

Related categories

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Zapier Interfaces