When a deal is won in Zoho CRM, create and send an envelope from a template in DocuSign
When a deal is won in Zoho CRM, create and send an envelope from a template in DocuSign
Launch this workflow to connect
DocuSign &
Zoho CRM
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■Overview
Are you spending too much time creating and sending partnership agreements after a deal is won in Zoho CRM?
Manual data entry and email drafting are error-prone and slow down time to signature.
With this workflow, when deal information is updated in Zoho CRM, DocuSign automatically generates and sends the partnership agreement, enabling you to move contracting forward quickly and accurately.
Manual data entry and email drafting are error-prone and slow down time to signature.
With this workflow, when deal information is updated in Zoho CRM, DocuSign automatically generates and sends the partnership agreement, enabling you to move contracting forward quickly and accurately.
■Who should use this template
- Anyone manually creating and sending partnership agreements using Zoho CRM and DocuSign
- Teams looking to shorten the lead time from deal won to contract signed and streamline sales activities
- Teams that want to prevent data-entry mistakes or missed sends and improve accuracy
■Benefits of this template
- Automate agreement generation and sending starting from a deal won in Zoho CRM, reducing the time previously spent on manual work.
- Generate agreements from accurate CRM data to reduce human errors such as copy-paste mistakes or wrong recipients.
■Flow of the Flowbot
- First, connect Zoho CRM and DocuSign to Yoom.
- Next, in the trigger, select Zoho CRM and set the action "When a specific field on a deal is updated."
- Then, add the Zoho CRM operation "Fetch deal details" to retrieve information for the deal that fired the trigger.
- Then, use a Branch action so that subsequent actions run only when the status is Closed Won.
- Next, use a Text extraction action to obtain the information needed by the following "Search contacts" action.
- Then, add the Zoho CRM operation "Search contacts" to identify the counterparty.
- Finally, add the DocuSign operation "Create and send envelope from template" to send the agreement using the retrieved information.
※"trigger": the action that starts the flow; "operation": the actions that run in the flow after the trigger fires
■Customization points for this workflow
- In the Zoho CRM trigger, configure your Zoho domain and the field name and field ID you want to use as the trigger condition.
- In DocuSign's "Create and send envelope from template" operation, set your Account ID and the Template ID that serves as the agreement template.
■Important notes
- Connect Yoom with both Zoho CRM and DocuSign.
- Branching is available on the Personal plan or higher; the Zoho CRM app is available on the Mini plan or higher. On the Free plan, operations configured in the Flowbot will result in errors.
- Paid plans such as the Personal plan include a 14-day free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted. For details, see the Pricing plans page.
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No-Code API Actions
Executable API actions
Flowbot triggers
When the Envelope Is Completed
When a New Lead Is Created
When a New Account Is Created
When an Account Is Created or Updated
When a Lead Is Created or Updated
When a Lead Is Created (Webhook)
When Lead Is Updated (Webhook)
When Account Is Created (Webhook)
When Account Is Updated (Webhook)
When Contact Is Created (Webhook)
When Contact Is Updated (Webhook)
Deal Created (Webhook)
Deal Updated (Webhook)
Task Created (Webhook)
Task Updated (Webhook)
Specific Field in Deal Updated (Webhook)
When a Specific Lead Field Is Updated (Webhook)
When a Specific Account Field Is Updated (Webhook)
Flowbot operations
Create Envelope
Create and Send Envelope from Template
Retrieve Specific Envelope Information
Retrieve Document Information for a Specific Envelope
Download Documents from a Specific Envelope
Download Certificate
Void a Specific Envelope
Send Envelope
Add Attachment to Envelope
Add or Update Documents in an Envelope
Set Fields on Document
Add Values to Document Fields
Add Values to Document Fields (Radio Buttons)
Delete or Void Envelope
Get Custom Document Field Values
Add Custom Field to Specified Document
Search Envelopes
Search Envelopes (Using Next Page Start Position)
Flowbot triggers
When the Envelope Is Completed
Flowbot operations
Create EnvelopeCreate and Send Envelope from TemplateRetrieve Specific Envelope InformationRetrieve Document Information for a Specific EnvelopeDownload Documents from a Specific EnvelopeDownload CertificateVoid a Specific EnvelopeSend EnvelopeAdd Attachment to EnvelopeAdd or Update Documents in an EnvelopeSet Fields on DocumentAdd Values to Document FieldsAdd Values to Document Fields (Radio Buttons)Delete or Void EnvelopeGet Custom Document Field ValuesAdd Custom Field to Specified DocumentSearch EnvelopesSearch Envelopes (Using Next Page Start Position)Get Envelope Recipient Tabs ListCreate and Send Envelope from Template (with Tabs)Retrieve Template Tab InformationCreate and Send Envelope from Template (Single Envelope/Multiple Tabs/Single Tab Label)Create and Send Envelope from Template (Single Envelope/Single Tab/Multiple Tab Labels)Retrieve Template InformationDelete a Document from a Specific Envelope
Flowbot triggers
When a New Lead Is CreatedWhen a New Account Is CreatedWhen an Account Is Created or UpdatedWhen a Lead Is Created or UpdatedWhen a Lead Is Created (Webhook)When Lead Is Updated (Webhook)When Account Is Created (Webhook)When Account Is Updated (Webhook)When Contact Is Created (Webhook)When Contact Is Updated (Webhook)Deal Created (Webhook)Deal Updated (Webhook)Task Created (Webhook)Task Updated (Webhook)Specific Field in Deal Updated (Webhook)When a Specific Lead Field Is Updated (Webhook)When a Specific Account Field Is Updated (Webhook)When a Specific Contact Field Is Updated (Webhook)When a Specific Task Field Is Updated (Webhook)When an Event Is Created (Webhook)When an Event Is Updated (Webhook)When a Specific Field of an Event Is Updated (Webhook)When a Call Is Created (Webhook)When a Call Is Updated (Webhook)When a Contact Is Created (Polling Trigger)When a Contact Is Updated (Polling Trigger)
Flowbot operations
Get a List of Lead IDsGet Lead InformationCreate LeadUpdate Lead InformationSearch LeadsGet a List of Account IDsGet Account InformationCreate AccountUpdate Account InformationSearch AccountsUpdate Lead Custom FieldsUpdate Account Custom FieldsRetrieve Deal ID ListRetrieve Deal InformationCreate DealUpdate Deal InformationSearch Deal InformationAttach File to LeadAttach File to AccountAttach File to DealGet Lead Attachment InformationDownload Lead AttachmentsGet Account Attachment InformationDownload Account AttachmentGet Deal Attachment InformationDownload Deal AttachmentRetrieve Contact InformationCreate ContactUpdate ContactSearch ContactsAttach File to ContactGet Contact Attachment DetailsDownload Contact AttachmentCreate TaskGet TaskSearch TasksCreate EventGet EventSearch EventsUpdate Deal Custom FieldsRetrieve CallGet Fields of a Specific TabCreate Record in Custom ModuleSearch Custom Tab RecordsUpdate Record in Custom ModuleDelete Custom Module RecordGet Specific Custom Module RecordAssociate Lead with CampaignSearch CallsRetrieve Call InformationSearch WebhooksGet List of Contact IDsUpdate Lead Custom Field (Multi-Select)Update Account Custom Field (Multi-Select)Update Deal Custom Field (Multi-Select)Get Records via COQL QueryMore inspiration for you
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