RightSignature + Zoho CRM
Send new Zoho CRM contacts RightSignature templates to sign
Get new clients all the info and contracts they need to do business with you quickly and easily. This Zap will watch for new Zoho CRM contacts and automatically send them a RightSignature template for signature. Eliminate steps in your customer onboarding process and ensure you have the right documentation.
Get new clients all the info and contracts they need to do business with you quickly and easily. This Zap will watch for new Zoho CRM contacts and automatically send them a RightSignature template for signature. Eliminate steps in your customer onboarding process and ensure you have the right documentation.
- When this happens...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.
- automatically do this!Send Template
Clones and sends a document from a reusable template. NOTE: The document sender email and name default to the email and name of the authenticated user.
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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.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
