Integrate Zoho Contracts with ClinchPad
Send information between Zoho Contracts and ClinchPad automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Contracts and ClinchPad using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contract signed
Triggers when a contract is signed
Overdue obligation
Triggers when an obligation is overdue
Contract expired
Triggers when a contract is expired
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
Note added
Triggers when a note is added to a lead
Lead won
Triggers when an existing lead is marked as won
Lead created
Triggers when a new lead is created
Lead lost
Triggers when an existing lead is marked as lost
To-do created
Triggers when a to-do is created
All Actions - Actions are the automated tasks
Create obligation
Creates a new obligation in the specified contract
Create contract
Creates a new contract
Create counterparty contact
Creates a new counterparty contact
Create counterparty
Creates a new counterparty
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
Create note
Creates a new note for the specified lead
Create a lead
Creates a new lead
Create to-do
Creates a new to-do for the specified lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
What is Zoho Contracts?
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What is ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
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Technical Engineer, Master Liveaboards
