Precisely + Webhooks by Zapier + Zoho CRM Integrations

How to connect Precisely + Webhooks by Zapier + Zoho CRM

Zapier lets you send info between Precisely and Webhooks by Zapier and Zoho CRM automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Precisely + Webhooks by Zapier + Zoho CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Precisely, Webhooks by Zapier, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Organization IdRequired
Trigger
Scheduled
Try It
- Organization IdRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Document IdRequired
Action
Write
- Organization IdRequired
- Template IdRequired
- Draft incomplete projectRequired
- TitleRequired
- External Reference Source
- External Reference Id
- Access permissionRequired
Action
Write
- Organization IdRequired
- Project IdRequired
- NameRequired
- EmailRequired
- Organization
- Role
Action
Write

- Organization IdRequired
- Document IdRequired
- MessageRequired
Action
Write
- Organization IdRequired
- Document IdRequired
Action
Search

- Organization IdRequired
- Project IdRequired
Action
Search
- URLRequired
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Headers
Trigger
Scheduled
Try It
- Pick off a Child Key
Trigger
Instant
Try It
- URLRequired
- Query String Params
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Headers
Action
Write
- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write
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.
Trigger
Scheduled
Try It
New 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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

- Organization IdRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Project IdRequired
- TitleRequired
Action
Write
- Organization IdRequired
- Project IdRequired
- FileRequired
- FilenameRequired
Action
Write
- Organization IdRequired
- Project IdRequired
- MessageRequired
Action
Write
- Organization IdRequired
- Document IdRequired
- NameRequired
- MessageRequired
- Remind atRequired
Action
Write
- Organization IdRequired
- Document IdRequired
- NameRequired
- EmailRequired
- Organization
- Role
Action
Write
- Organization IdRequired
- Document IdRequired
Action
Search
- Organization IdRequired
- Template IdRequired
Action
Search
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It
- MethodRequired
- URLRequired
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Headers
Action
Write
- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write
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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New 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.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

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How Precisely + Webhooks by Zapier + Zoho CRM Integrations Work

Step 1: Authenticate Precisely, Webhooks by Zapier, and Zoho CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Precisely + Webhooks by Zapier + Zoho CRM

About Precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

Related categories

Documents

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Learn more Help

Related categories

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

Similar apps

Other Webhooks by Zapier + Zoho CRM Integrations

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Precisely + Webhooks by Zapier + Zoho CRM Integrations

How to connect Precisely + Webhooks by Zapier + Zoho CRM

Do even more with Precisely + Webhooks by Zapier + Zoho CRM

Contract Created

Contract Signed

Add Metadata Point to a Document

Create Contract From Template

External Reference Source

External Reference Id

Add Signee to Project

Organization

Role

Send a Contract for Signing

Find a Document

Find a Contract Project

Retrieve Poll

Key

Deduplication Key

Xpath

Basic Auth

Headers

Catch Hook

Pick off a Child Key

GET

Query String Params

Send As JSON

JSON key

Unflatten

Basic Auth

Headers

PUT

Payload Type

Data

Wrap Request In Array

File

Unflatten

Basic Auth

Headers

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Trigger

Update Related Module Entry

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Module Entries

Optional Copy

Field name 2

Value 2

Contract Project Created

Create Document

Upload PDF to Project

Send a Project for Signing

Add Reminder to a Document

Add Signee to a Contract

Organization

Role

Find Metadata Points for a Document

Find a Template

Catch Raw Hook

Custom Request

Data Pass-Through?

Data

Unflatten

Basic Auth

Headers

POST

Payload Type

Data

Wrap Request In Array

File

Unflatten

Basic Auth

Headers