Docusign + Zoho CRM
Create module entries in Zoho CRM for new folders in DocuSign
Effortlessly manage your sales documents by connecting DocuSign and Zoho CRM with this workflow. When you create a new folder in DocuSign, the automation promptly generates a Module Entry in your Zoho CRM, maintaining organized and up-to-date records. Say goodbye to manual data entry and focus on closing deals.
Effortlessly manage your sales documents by connecting DocuSign and Zoho CRM with this workflow. When you create a new folder in DocuSign, the automation promptly generates a Module Entry in your Zoho CRM, maintaining organized and up-to-date records. Say goodbye to manual data entry and focus on closing deals.
- When this happens...New Folder
Triggers when a new folder is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Try ItBrand ID
Email Subject
Email Body
TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Brand ID
Email Subject
Email Body
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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