VanillaSoft + Zoho Sign

Trigger Zoho Sign to send templates when new contacts result in VanillaSoft

Streamline your document sending process with this seamless workflow between VanillaSoft and Zoho Sign. Whenever a contact result is recorded in VanillaSoft, this automation will promptly send a template via Zoho Sign. This ensures a swift response, enhancing your communication efficiency and freeing up valuable time in your day.

When this happens...
Result a Contact
Triggers when a Contact in VanillaSoft is resulted.
TriggerInstant
automatically do this!
Send Template
Send a template for signing
ActionWrite

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Supported triggers and actions

- VanillaSoft Zap NameRequired
- Description
- VanillaSoft Project NameRequired
- Select VanillaSoft Result Codes to associate with this Trigger
- Email on ErrorRequired
- Send Data Email on Last Error
- Email last error data to
Trigger
Instant
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Document Completed
Triggers when a document is completed.
Trigger
Instant
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Document Expired
Triggers when a document expires
Trigger
Instant
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Document Signed
Triggers when a document is Signed
Trigger
Instant
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- Request IDRequired
Action
Write

Send Template
Send a template for signing
Action
Write

- VanillaSoft Zap NameRequired
- DescriptionRequired
- VanillaSoft Project NameRequired
- Email on Success
- Email on ErrorRequired
- Create New ContactsRequired
- Flag New ContactsRequired
- Route New Contacts as a First PriorityRequired
- Delay Routing of New Contacts
- Create Duplicates For Contacts That Share The Same Phone NumberRequired
- Flag DuplicatesRequired
- Error response for duplicate contact
- Update existing contactsRequired
- Update Key FieldRequired
- Route Updated as a First PriorityRequired
- Reopen and flag updated contacts (Recommended)Required
Action
Write
Document Declined
Triggers when a document is declined
Trigger
Instant
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Document Recalled
Triggers when a document is recalled.
Trigger
Instant
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- Request Id
Action
Write
- Request IdRequired
Action
Write
Send Template (For Testing Purpose)
Send a template for signing(for testing purposes), with testing credits. The documents sent using this action will not consume any additional Zoho Sign credits and the document will be watermarked as 'For testing purpose only'.
Action
Write

About VanillaSoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.

Learn more