Integrate Salesmate with Zoho Sign
Send information between Salesmate and Zoho Sign automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Salesmate and Zoho Sign 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
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
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
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 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 Zoho Sign?
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.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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Toto
Technical Engineer, Master Liveaboards
