Integrate Mercately with eSignatures.io

Send information between Mercately and eSignatures.io automatically, without writing any code, using Zoho Flow.

Build your own integrations between Mercately and eSignatures.io

Connect Mercately and eSignatures.io 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 Mercately and eSignatures.io using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer created

Triggers when a new customer is created

Contract signed

Triggers when an existing contract is signed

Signature declined by signer

Triggers when a contract to be signed is declined by the signer

Contract withdrawn

Triggers when an existing contract is withdrawn

Contract sent

Triggers when an existing contract is sent to the signer for signature

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create customer

Creates a new customer

Update customer

Updates the details of an existing customer

Update deal

Updates the details of an existing deal

Fetch customer by ID

Fetches the details of an existing customer using ID

Fetch deal by ID

Fetches the details of an existing deal using ID

Fetch customer using search parameter

Fetches the details of an existing customer using search parameter

Create contract

Creates a new contract

Withdraw contract

Withdraws the specified contract

Fetch contract

Fetches the details of an existing contract

What is Mercately?

Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.

What is eSignatures.io?

eSignatures.io provides a simple way to collect electronic signatures on any device. It lets you embed sign pages to your website, send contracts directly to mobiles via SMS, send contracts in bulk, and more.

Signature

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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Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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