Integrate Zoho Contracts with 700+ apps

Create business workflows for Zoho Contracts without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Zoho Contracts workflows

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Create an account in Zoho CRM when a counterparty is created in Zoho Contracts

Manually entering the details of a customer after a contract has been signed might not be the best use of your time. This flow will create a customer in Zoho CRM when a counterparty is created in Zoho Contracts.

How it works
1. A counterparty is created in Zoho Contracts.
2. Zoho Flow will automatically create a customer in Zoho CRM.
Use this flow
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Create an account in Zoho CRM when a counterparty is created in Zoho Contracts

Zoho Contracts + Zoho CRM

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Create a new project in Zoho Projects when a contract's state is moved to active in Zoho Contracts

Manually creating projects and syncing their dates whenever a contract turns active can be challenging. This flow will automatically create a new project and sync the project's dates in Zoho Projects when a contract's state is set to active in Zoho Contracts.

How it works
1. A master service agreement contract's state is set as active in Zoho Contracts.
2. Zoho Flow will automatically create a new project with the contract's effective and end date in Zoho Projects.
Use this flow
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Create a new project in Zoho Projects when a contract's state is moved to active in Zoho Contracts

Zoho Contracts + Zoho Projects + Custom Function

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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

All Triggers - A trigger kickstarts the flow

Counterparty created

Triggers when a new counterparty is created

Counterparty contact created

Triggers when a new counterparty 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

Contract created

Triggers when a new contract is created

All Actions - Actions are the automated tasks

Create counterparty

Creates a new counterparty

Create obligation

Creates a new obligation in the specified contract

Create counterparty contract

Creates a new counterparty 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

Bulid 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.

Learn more >

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CEO, Lakeside CNC Group

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CEO, Fabricroot

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Toto

Technical Engineer, Master Liveaboards

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