Integrate Mercately with eSignatures.io
Send information between Mercately and eSignatures.io automatically, without writing any code, using Zoho Flow.
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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Contract withdrawn
Triggers when an existing contract is withdrawn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.
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