Zoho Deluge integration
How to build a button which was created in CRM using CreateUsingTemplate functionality into an automated function?
Scenario: I have created a button in my CRM, that uses the CreateUsingTemplate functionality. I need to build this into an automated function. Is it possible to use a CRM sendMail function to select my email content template and attach the record I ...
How to add attachments alone to the contact from which the document was sent?
Scenario: I send the documents to Zoho Sign using the 'Send with Zoho Sign' button on the Contacts view page. Once the document is sent for signing, the document details and the attachments are added to the 'Zoho Sign Documents' module. I want the ...
How to change the ownership of the document to an admin, irrespective of who sent the document?
Scenario: I have set up a workflow/automation in CRM to send documents to Zoho Sign. When the document is sent, the user who triggers the workflow will eventually be the owner of the document. I want to change the owner of the document to an admin, ...
How to set up a callback function in CRM to add Zoho Sign document details that is triggered by the Zoho Sign webhook?
Scenario: Within a Custom module in ZohoCRM, I have set up an automation to send documents to Zoho Sign. Each time I want to view the documents, I need to view them at Zoho Sign. Can I set up a callback function in CRM to add Zoho Sign document ...
How to set up a workflow to retain the association between a lead and a Zoho Sign Document?
Scenario: Can I set up a workflow to retain the association between a lead and a Zoho Sign Document after the lead is converted to a Contact or Account? If you are using the Zoho Sign extension in CRM, when a lead is converted to a Contact/Account, ...
How do I set up a callback function in CRM to add Zoho Sign document details?
Scenario: I have set up an automation in ZohoCRM to send documents to Zoho Sign. Each time I want to view the documents, I need to view them at Zoho Sign. It is difficult to view the document status this way. Can I set up a callback function in CRM ...
How to use Zoho CRM functions as callbacks, using Webhooks in ZohoSign?
This can be done as follows: Visit Zoho CRM and click the Settings icon at the top-right corner. Click Functions under the Developer Space. Click the New Function button. Specify the Function Name and Display Name, select Standalone from the category ...