Integrate Zoho Contracts with Zoho Creator

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

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Supported triggers and actions

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

All Triggers - A trigger kickstarts the flow

Counterparty created

Triggers when a new counterparty is created

Contract created

Triggers when a new contract is created

Contract status updated

Triggers when a contract status is updated

Obligation created

Triggers when an obligation is created in a contract

Counterparty contact created

Triggers when a new counterparty contact is created

Obligation status updated

Triggers when an obligation status is updated

Contract state moved to active

Triggers when the state of the contract is moved to active

Contract signed

Triggers when a contract is signed

Overdue obligation

Triggers when an obligation is overdue

Contract expired

Triggers when a contract is expired

Record created

Triggers when a new record is created in the selected form

Record updated

Triggers when an existing record is updated in the selected form

Record created or updated

Triggers when a new record is created or the details of an existing record are updated

All Actions - Actions are the automated tasks

Create contract

Creates a new contract

Create counterparty contact

Creates a new counterparty contact

Create counterparty

Creates a new counterparty

Create obligation

Creates a new obligation in the specified contract

Transfer contract ownership

Transfers ownership of an existing contract

Update counterparty

Updates the details of an existing counterparty

Fetch counterparty

Fetches the details of an existing counterparty by name or organization API name

Add user to customer portal

Adds a user to an existing customer portal

Create record

Creates a new record in the selected form

Update record

Updates the details of an existing record in the selected form

Fetch record

Fetches the details of an existing record from the selected view

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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What is Zoho Creator?

Zoho Creator is a low-code app development platform that lets you launch custom, mobile-ready apps. You can create your own applications to automate workflows, automate internal processes, and manage databases.

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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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