Integrate Salesmate with Signaturit
Send information between Salesmate and Signaturit automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Salesmate and Signaturit using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Activity created
Triggers when a new activity is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
New signed document
Triggers when a document has been signed
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Create activity
Creates a new activity
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Fetch company
Fetches the details of a company by name, ID, or website
Fetch activity
Fetches the details of an activity by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch deal
Fetches the details of a deal by title or ID
Create templated signature request
Creates a signature request from a template
Create contact
Creates a new contact
Create certified email
Creates a new certified email request
Send reminder
Sends a signature request reminder
Cancel signature request
Cancels a signature request
Fetch signature request by ID
Fetches the details of an existing signature request using ID
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Similar apps
What is Signaturit?
Signaturit is an electronic signature management software that allows users to send, sign, and store their contracts and documents securely.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
