Integrate Zoho Contracts with Zoho Sign
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Supported triggers and actions
Integrate Zoho Contracts and Zoho Sign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Obligation created
Triggers when an obligation is created in a contract
Counterparty created
Triggers when a new counterparty is created
Counterparty contact created
Triggers when a new counterparty contact is created
Contract state moved to active
Triggers when the state of the contract is moved to active
Contract signed
Triggers when a contract is signed
Contract status updated
Triggers when a contract status is updated
Overdue obligation
Triggers when an obligation is overdue
Contract created
Triggers when a new contract is created
Obligation status updated
Triggers when an obligation status is updated
Contract expired
Triggers when a contract is expired
Document expired
Triggers when a document has expired
Document recalled
Triggers when a document is recalled
Document declined
Triggers when a document is declined
Folder created
Triggers when a new folder is created
Document completed
Triggers when a document is completed
Document signed
Triggers when a document is signed
Document sent
Triggers when a document is sent
Document viewed
Triggers when a document is viewed
Document forwarded
Triggers when a document is forwarded
Template created
Triggers when a new template is created
All Actions - Actions are the automated tasks
Create counterparty
Creates a new counterparty
Create counterparty contact
Creates a new counterparty contact
Create obligation
Creates a new obligation in the specified contract
Create contract
Creates a new contract
Update counterparty
Updates the details of an existing counterparty
Transfer contract ownership
Transfers ownership of an existing contract
Fetch counterparty
Fetches the details of an existing counterparty by name or organization API name
Send request by email
Sends a request to the specified email address
Draft document
Populates a document based on a template
Send document
Populates a document based on a template and sends it to the specified recipients
Create folder
Creates a new folder
Change request owner
Chnages the owner of the specified request
Update document
Updates the details of an existing document based on ID
Fetch document
Fetches the details of an existing document by ID
Fetch template
Fetches the details of an existing template by name or ID
Fetch recipient
Fetches the details of a document's recipient by email address
What is Zoho Contracts?
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What is Zoho Sign?
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