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Create business workflows for Zoho Contracts without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Zoho Contracts workflows

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Create a new contract in Zoho Contracts when a request form is submitted in Zoho Forms


Manually handling contract requests and creating contracts from your colleagues can be time consuming. This flow will automatically create a new contract in Zoho Contracts when a contract request form is submitted in Zoho Forms.

How it works
1. A new entry is submitted in Zoho Forms.
2. Zoho Flow will automatically create a new contract in Zoho Contracts, with the given details.
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Create a new contract in Zoho Contracts when a request form is submitted in Zoho Forms

Zoho Forms + Zoho Contracts + Custom Function

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Create an account in Zoho CRM when a counterparty is created in Zoho Contracts

Manually entering the details of a customer after a contract has been signed might not be the best use of your time. This flow will create a customer in Zoho CRM when a counterparty is created in Zoho Contracts.

How it works
1.A counterparty is created in Zoho Contracts.
2.Zoho Flow will automatically create a customer in Zoho CRM.
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Create an account in Zoho CRM when a counterparty is created in Zoho Contracts

Zoho Contracts + Zoho CRM

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Create a new project in Zoho Projects when a contract's state is moved to active in Zoho Contracts

Manually creating projects and syncing their dates whenever a contract turns active can be challenging. This flow will automatically create a new project and sync the project's dates in Zoho Projects when a contract's state is set to active in Zoho Contracts.

How it works
1. A master service agreement contract's state is set as active in Zoho Contracts.
2. Zoho Flow will automatically create a new project with the contract's effective and end date in Zoho Projects.
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Create a new project in Zoho Projects when a contract's state is moved to active in Zoho Contracts

Zoho Contracts + Zoho Projects + Custom Function

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Obligation created

Triggers when an obligation is created in a contract

Contract created

Triggers when a new contract is created

Counterparty contact created

Triggers when a new counterparty contract is created

Contract state moved to active

Triggers when the state of the contract is moved to active

Counterparty created

Triggers when a new counterparty is created

All Actions - Actions are the automated tasks

Create counterparty

Creates a new counterparty

Create obligation

Creates a new obligation in the specified contract

Create counterparty contract

Creates a new counterparty contract

Create contract

Creates a new contract

Update counterparty

Updates the details of an existing counterparty

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What is Zoho Contracts?

Zoho Contracts is a feature-rich contract lifecycle management (CLM) platform that lets you streamline your contract processes and achieve compliance at scale with reduced costs.

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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