Integrate Zoho Contracts with Zoho Forms

Send information between Zoho Contracts and Zoho Forms automatically, without writing any code, using Zoho Flow.

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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.
Use this flow
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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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Supported triggers and actions

Integrate Zoho Contracts and Zoho Forms using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Counterparty created

Triggers when a new counterparty is created

Counterparty contact created

Triggers when a new counterparty contact is created

Contract created

Triggers when a new contract is created

Contract state moved to active

Triggers when the state of the contract is moved to active

Obligation created

Triggers when an obligation is created in a contract

Entry submitted - New version

Triggers when a new entry is submitted in the selected form

Entry submitted - Old version

Triggers when a new entry is submitted in the selected form

All Actions - Actions are the automated tasks

Create counterparty

Creates a new counterparty

Create counterparty contact

Creates a new counterparty contact

Create obligation

Creates a new obligation in the specified contract

Create contract

Creates a new contract

Update counterparty

Updates the details of an existing counterparty

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.

Signature Zoho

What is Zoho Forms?

Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.

Forms Popular 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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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

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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

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CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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