Integrate OnePageCRM with Zoho Sign
Send information between OnePageCRM and Zoho Sign automatically, without writing any code, using Zoho Flow.
Build your own integrations between OnePageCRM and Zoho Sign
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Supported triggers and actions
Integrate OnePageCRM and Zoho Sign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
Triggers when a new contact is created
Document declined
Triggers when a document is declined
Document sent
Triggers when a document is sent
Document completed
Triggers when a document is completed
Folder created
Triggers when a new folder is created
Document forwarded
Triggers when a document is forwarded
Document expired
Triggers when a document has expired
Document recalled
Triggers when a document is recalled
Document signed
Triggers when a document is signed
Template created
Triggers when a new template is created
Document viewed
Triggers when a document is viewed
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create folder
Creates a new folder
Send document
Populates a document based on a template and sends it to the specified recipients
Send request by email
Sends a request to the specified email address
Draft document
Populates a document based on a template
Change request owner
Chnages the owner of the specified request
Update document
Updates the details of an existing document based on ID
Fetch recipient
Fetches the details of a document's recipient by email address
Fetch document
Fetches the details of an existing document by ID
Fetch template
Fetches the details of an existing template by name or ID
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
What is Zoho Sign?
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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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
