eSign Genie + Zoho CRM
Create folders from eSign Genie templates for new module entries in Zoho CRM
Manage your document workflows without the hassle of manual set-up! Just activate this integration to automatically generate a folder from your eSign Genie template as soon as a new module entry is created in Zoho CRM.
Manage your document workflows without the hassle of manual set-up! Just activate this integration to automatically generate a folder from your eSign Genie template as soon as a new module entry is created in Zoho CRM.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Folder From Template
Create a Folder from Template.
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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.
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 ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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 ItModuleRequired
Try ItModuleRequired
Try It
