Integrate SalesBinder with Zoho Sign

Send information between SalesBinder and Zoho Sign automatically, without writing any code, using Zoho Flow.

Build your own integrations between SalesBinder and Zoho Sign

Connect SalesBinder and Zoho Sign with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate SalesBinder 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

Inventory item created

Triggers when a new inventory item is created

Document forwarded

Triggers when a document is forwarded

Document expired

Triggers when a document has expired

Template created

Triggers when a new template is created

Document viewed

Triggers when a document is viewed

Document recalled

Triggers when a document is recalled

Document declined

Triggers when a document is declined

Folder created

Triggers when a new folder is created

Document signed

Triggers when a document is signed

Document sent

Triggers when a document is sent

Document completed

Triggers when a document is completed

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create notes

Creates a new note to selected record

Create inventory item

Creates a new inventory item

Create account

Creates a new account (customer, prospect or supplier)

Update inventory item

Updates the details of an existing inventory item

Update account

Updates the details of an existing account (customer or prospect or supplier)

Update contact

Updates the details of an existing contact

Fetch account

Fetches the details of an existing account (customer or prospect or supplier) using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch inventory item

Fetches the details of an existing inventory item

Search inventory item

Searches for the details of an existing inventory item

Search account

Searches for the details of an existing account

Fetch template

Fetches the details of an existing template by name or ID

Send document

Populates a document based on a template and sends it to the specified recipients

Draft document

Populates a document based on a template

Create folder

Creates a new folder

Send request by email

Sends a request to the specified email address

Update document

Updates the details of an existing document based on ID

Change request owner

Chnages the owner of the specified request

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 SalesBinder?

SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.

Inventory Management

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

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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

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