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Customize your Cobblestone Contract Management Software and Zoho Mail integration with the following triggers and actions.

Triggers

When this happens…

Cobblestone Contract Management Software
  • New & Updated records
    New/updated records in Contract Insight.
  • New records
    New records created in Contract Insight.
  • Updated records
    Records updated in Contract Insight.
  • Any other trigger you can think up

Zoho Mail
  • New mail
    New mail in Zoho Mail
  • New mail in folder
    New mail in selected folder in Zoho Mail
  • New mail matching search
    New mail matching search in Zoho Mail
  • Any other trigger you can think up

Actions

Do this…

Cobblestone Contract Management Software
  • Download binary file by criteria
    Download a binary file for a given entity.
  • Get list of records by criteria
    Pull list of records for a given entity.
  • Insert single record
    Create a new a record for a specified entity/area.
  • Update records by criteria
    Update record(s) for a specified entity/area.
  • Upload mime content
    Create a new binary record for a specified entity/area.
  • Any other action you can think up

Zoho Mail
  • Create draft
    Create Draft in Zoho Mail
  • Create task
    Create New task in Zoho Mail
  • Send mail
    Send New mail in Zoho Mail
  • Any other action you can think up

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