Integrate Pipedrive with Zoho Sign
Send information between Pipedrive and Zoho Sign automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Zoho Sign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product updated
Triggers when any detail of an existing product is updated
Lead updated
Triggers when any detail of an existing lead is updated
Deal updated
Triggers when any detail of an existing deal is updated
Note created
Triggers when a new note is added
Product created
Triggers when a new product is created
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Activity updated
Triggers when any detail of an existing activity is updated
Deal created
Triggers when a new deal is created
Note updated
Triggers when an existing note is updated
Lead created
Triggers when a new lead is created
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Activity created
Triggers when a new activity is created
Organization updated
Triggers when any detail of an existing organization is updated
Folder created
Triggers when a new folder is created
Document declined
Triggers when a document is declined
Document sent
Triggers when a document is sent
Document completed
Triggers when a document is completed
Document signed
Triggers when a document is signed
Template created
Triggers when a new template is created
Document viewed
Triggers when a document is viewed
Document forwarded
Triggers when a document is forwarded
Document expired
Triggers when a document has expired
Document recalled
Triggers when a document is recalled
All Actions - Actions are the automated tasks
Add products to a deal
Adds multiple products to a deal
Create lead
Creates a new lead
Create deal
Creates a new deal
Create product
Creates a new project
Create activity
Creates a new activity
Create note
Creates a new note for the selected lead, deal, person, or organization
Create organization
Creates a new organization
Create contact person
Creates a contact new person
Update product
Updates the details of an existing product
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Update organization
Updates the details of an existing organization
Update contact person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Fetch user
Fetches the details of an existing user
Fetch lead
Fetches the details of an existing lead
Fetch contact person
Fetches the details of an existing contact person
Fetch field options
Fetches the specific field options by using its ID or name
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch organization
Fetches the details of an existing organization
Fetch activity
Fetches the details of an existing user activity
Send document
Populates a document based on a template and sends it to the specified recipients
Create folder
Creates a new folder
Send request by email
Sends a request to the specified email address
Draft document
Populates a document based on a template
Change request owner
Changes the owner of the specified request
Update document
Updates the details of an existing document based on ID
Fetch template
Fetches the details of an existing template by name or ID
Fetch recipient
Fetches the details of a document's recipient by email address
Fetch document
Fetches the details of an existing document by ID
What is Pipedrive?
What is Zoho Sign?
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