Integrate Zoho Contracts with Salesflare
Send information between Zoho Contracts and Salesflare automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Contracts and Salesflare 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
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New account
Triggers when a new account is created
New contact
Triggers when a new contact 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 meeting
Creates a new meeting
Create contact
Creates a new contact
Create task
Creates a new task
Create opportunity
Creates a new opportunity
Add contact to account
Adds an existing contact to the selected account
Add user to account
Adds an existing user to the selected account
Create account
Creates a new account
Create call
Creates a new call
Fetch person
Fetches a person by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch user
Fetches a user by ID, name, or email
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
What is Zoho Contracts?
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What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
