Signaturely
Zoho CRM
Integrate Signaturely with Zoho CRM within minutes using Conduitly. Connect your work apps with Conduitly’s no code integration platform and automate the flow of data, repetitive tasks, and workflows between Signaturely and Zoho CRM.
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Signaturely with Zoho CRM in minutes
Supported Triggers & Actions
Document Completed
Triggers when a document has been completed.
Trigger
Schedule
Document Created
Triggers when a document is created.
Trigger
Schedule
Document Sent
Triggers when the document has been sent.
Trigger
Schedule
Document Updated
Triggers when a document is updated.
Trigger
Schedule
Document Viewed
Triggers when the document has been viewed.
Trigger
Schedule
Module Record Added
Triggers when a new module record is added (e.g Lead, Users, Tasks etc).
Trigger
Schedule
Module Record Updated
Triggers when a module record is updated (e.g Lead, Users, Tasks etc).
Trigger
Schedule
Add Team Member
Add new members to the team.
Action
Write
Cancel Signature Request
Cancel a signature request.
Action
Write
Create Folder
Create a new folder.
Action
Write
Create Signing Request
Create a new signing request.
Action
Write
Get Document Activity
Get activity of the document.
Action
Write
Get Document File
Get the document file.
Action
Write
Get Document List
Get a list of existing documents.
Action
Write
Get Document Share Link
Get the shareable link for the document.
Action
Write
Get Folder
Get an existing folder.
Action
Write
Get Folder List
Get a list of folders.
Action
Write
Get Signer List
Get the list of signers for your document.
Action
Write
List Team Members
Get a list of all the actual team users in the Signaturely account.
Action
Write
List Templates
Get a list of existing templates.
Action
Write
Move Entities to Folder
Move folders or documents into specific folder.
Action
Write
Remove Team Members
Remove existing members from the team.
Action
Write
Send Reminders
Send reminders to document’s signers.
Action
Write
Share Document
Share the document via email.
Action
Write
Clone Module Record
Clone a module record.
Action
Write
Create Module Record
Create a module record.
Action
Write
Delete Module Record
Delete a module record.
Action
Write
Get Module Record
Get a module record.
Action
Write
Get Module Record Rich Text Fields
Get a module record rich text fields.
Action
Write
Search Module Records
Search a module records.
Action
Write
Update Module Record
Update a module record.
Action
Write
Upload File
Upload a file to zoho file system.
Action
Write
Upsert Module Record
Upsert a module record.
Action
Write
Document Completed
Triggers when a document has been completed.
Trigger
Schedule
Document Created
Triggers when a document is created.
Trigger
Schedule
Document Sent
Triggers when the document has been sent.
Trigger
Schedule
Document Updated
Triggers when a document is updated.
Trigger
Schedule
Document Viewed
Triggers when the document has been viewed.
Trigger
Schedule
Module Record Added
Triggers when a new module record is added (e.g Lead, Users, Tasks etc).
Trigger
Schedule
Module Record Updated
Triggers when a module record is updated (e.g Lead, Users, Tasks etc).
Trigger
Schedule
Add Team Member
Add new members to the team.
Action
Write
Cancel Signature Request
Cancel a signature request.
Action
Write
Create Folder
Create a new folder.
Action
Write
Create Signing Request
Create a new signing request.
Action
Write
Get Document Activity
Get activity of the document.
Action
Write
Get Document File
Get the document file.
Action
Write
Get Document List
Get a list of existing documents.
Action
Write
Get Document Share Link
Get the shareable link for the document.
Action
Write
Get Folder
Get an existing folder.
Action
Write
Get Folder List
Get a list of folders.
Action
Write
Get Signer List
Get the list of signers for your document.
Action
Write
List Team Members
Get a list of all the actual team users in the Signaturely account.
Action
Write
List Templates
Get a list of existing templates.
Action
Write
Move Entities to Folder
Move folders or documents into specific folder.
Action
Write
Remove Team Members
Remove existing members from the team.
Action
Write
Send Reminders
Send reminders to document’s signers.
Action
Write
Share Document
Share the document via email.
Action
Write
Clone Module Record
Clone a module record.
Action
Write
Create Module Record
Create a module record.
Action
Write
Delete Module Record
Delete a module record.
Action
Write
Get Module Record
Get a module record.
Action
Write
Get Module Record Rich Text Fields
Get a module record rich text fields.
Action
Write
Search Module Records
Search a module records.
Action
Write
Update Module Record
Update a module record.
Action
Write
Upload File
Upload a file to zoho file system.
Action
Write
Upsert Module Record
Upsert a module record.
Action
Write
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Conduitly provides custom integration services to customers. If you need an integration that we don’t have, or you need additional triggers or actions to one we do, we can help.
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