Complete/Abort a Job

Create a Job

Create a Record

Delete a Record

Download an Attachment/Document

Get a Record

Performs an arbitrary authorized API call.

Make an API Call

Post a Message to a Chatter Feed

Update a Record

Upsert a Record

CRM/Sales

App Families

Create your customized scenario with Make. Automate repetitive tasks involved in using Salesforce and make your work easier.

Salesforce

Retrieves all bulk data jobs in the organization.

List Jobs

Lists or searches for records in an object using filter or SOQL query.

List/Search Records

Searches for records in an object using SOSL query.

Search Records

HubSpot CRM

Pipedrive CRM

Wild Apricot

Loyverse

Teamleader

Odoo

Kommo

Zoho CRM

EspoCRM

Streak

Freshsales

Freshworks CRM

Vtiger CRM

Copper

NetHunt

Sellsy

Capsule CRM

1CRM

Follow Up Boss

RAYNET CRM

SuiteCRM 7/SugarCRM 6 CE

SuiteCRM 7

Close CRM

Outseta

Snov.io

Cliengo

noCRM.io

Circle

EngageBay

Bigin by Zoho CRM

Insightly CRM

Agile CRM

Nimble

Salesmate

Wealthbox

Initiative CRM

Daylite

SugarCRM 7/8

Salesflare

LionDesk

Magentrix

Crisp

Zendesk Sunshine

Nutshell

Macanta

Attio

Redtail CRM

Fireberry

Teamgate CRM

Flexie CRM

Corymbus

CompanyHub

Raklet

Cloze

SugarCRM 11

SugarCRM

1net CRM

Agendor

Anabix CRM

Axonaut

CDP & CRM CareCloud

ChatGuru

Clientjoy

Deskera

ForceManager

Holded

iCount

Lead Agent

LeadSquared

Meetime

Microsoft Dynamics 365 - CRM

MobiCRM

Moskit CRM

Néctar CRM

NeonCRM

OnePageCRM

Pipeliner CRM

PracticePanther

Quentn

Runo Call Management, Telecalling, Call Center CRM

Runo Call Management CRM

Selly Erp

Triggers when a bulk data job is created.

Watch Jobs

Triggers when a field has changed in an object.

Watch Record Fields

Triggers when a record is created or updated in an object.

Watch Records

Download Document

Get Document Details

Gets the details of the document filled by signers.

Get Document Field Data

Sends out a document for signature from recipients as specified. Uploaded file must contain fields specified as text tags.

Send a Document

File & Document Management

Create your customized scenario with Make. Automate repetitive tasks involved in using Zoho Sign and make your work easier.

Zoho Sign

DocuSign

Docupilot

PandaDoc

eSignatures.io

eversign

SigParser

SignRequest

Scrive eSign

Adobe Acrobat Sign

GetAccept

signNow

WaiverFile

Signority

Signable

Revv Documents

Signi

Clust

602 Sofa

Abby

Clicksign

DigiSign

HelloSign

Dropbox Sign

easydoc

ForSign

Paperless.io

Signaturit

ZapSign

E-Signatures

Zoho Books

Zoho Invoice

Zoho Inventory

Zoho Mail

Zoho Desk

Zoho Campaigns

Zoho Sheet

Zoho Recruit

Zoho Creator

Zoho Projects

Zoho Writer

Zoho People

Zoho

Triggers when a document has been assigned to someone else by a recipient.

Watch Document Assigned to Somebody Else

Triggers when a document has been completed by all recipients.

Watch Document Completed

Triggers when a document has been declined by a recipient.

Watch Document Declined

Triggers when a document sent to a recipient has expired.

Watch Document Expired

Triggers when a document sent using Zoho Sign has been recalled.

Watch Document Recalled

Triggers when a new document has been sent in Zoho Sign

Watch Document Sent

Triggers when a document has been signed by a recipient.

Watch Document Signed

Triggers when document has been viewed by recipient.

Watch Document Viewed

<- All Apps & Services

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Connect {name} with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like {name} to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step [video tutorial](https://www.youtube.com/watch?v=NAw2kcoeysA "Make tutorial").

How do I get started with Make?

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

What is a scenario?

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

What is a module?

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data. 

What is mapping?

See Make in action

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Connect any app with {name}

Connect {name} to sync data between apps and create powerful automated workflows. Integrate over {range} apps on Make.

{name} Integration | Workflow Automation

Connecting {name} on Make

Looking to get more out of {name}? With Make you can visually integrate {name} into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Popular {name} workflows.

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Please, note that Make has not developed these 3rd Party developed apps, did not review them and is not supporting them. Make is not responsible for these apps, Make partner is. Please, direct all questions and requests regarding these apps to their respective authors. In case you have any feedback to these apps which you believe we should know about in Make (such as they are malfunctioning or malicious), please submit a ticket here.

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{name} integrations

Create custom {name} workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Build your {name} integrations.

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Salesforce and Zoho Sign integrations

Build your Salesforce and Zoho Sign integrations.

Connect any app with Salesforce and Zoho Sign

How Make works

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