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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign

When a deal-related document you’ve sent is signed and sent back to you, the status of the deal needs to be updated. This flow updates the status of a selected deal in Zoho CRM when the document is completed in Zoho Sign.

How it works
1. A document is marked as complete in Zoho Sign.
2. Zoho Flow automatically updates the corresponding deal stage in Zoho CRM.
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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign

Zoho Sign + Zoho CRM

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Supported triggers and actions

Integrate Zoho Sign and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Document sent

Triggers when a document is sent

Document declined

Triggers when a document is declined

Folder created

Triggers when a new folder is created

Document expired

Triggers when a document has expired

Document recalled

Triggers when a document is recalled

Document viewed

Triggers when a document is viewed

Document forwarded

Triggers when a document is forwarded

Template created

Triggers when a new template is created

Document completed

Triggers when a document is completed

Document signed

Triggers when a document is signed

New lead

Triggers when a new lead is created

User created or updated

Triggers when the details of an existing user are created or updated

Entry created or updated

Triggers when a record entry is created or updated

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New module

Triggers when a new module is created

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New contact

Triggers when a new contact is created

New note

Triggers when a new note is added

Updated module entry

Triggers when an entry is updated in the selected module

All Actions - Actions are the automated tasks

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

Chnages the owner of the specified request

Update document

Updates the details of an existing document based on ID

Fetch document

Fetches the details of an existing document by 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

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send email template

Sends an email to the specified users

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Update related module entry

Relates an entry in this module with an entry in another module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Add tags

Adds tags to the specified record

Update module entry

Updates the specified module entry

Raise signal

Raises a signal to Zoho CRM

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Update user

Updates the details of an existing user based on user ID

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch event

Fetches an event by its title or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch lead

Fetches a lead by email address or unique ID

Fetch email template

Fetches an email template by name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

What is Zoho Sign?

Zoho Sign is digital signature software for business. You can send documents, receive notification about document status, and set reminders in accordance with the document expiry date.

Signature Zoho

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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.

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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Siddharth Ahuja

CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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