Connect Signwell and Zoho Projects to Build Intelligent Automations
Ready to use Signwell and Zoho Projects automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
New Task
Triggers when a new task is created in a project.
New Bug
Triggers when a new bug is reported in a project.
Do thisActions
Action is the task that follows automatically within your Signwell integrations.
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Create Task
Creates a new task in a project.
Create Task List
Creates a new task list.
Update Project
Updates existing project.
Create Milestone
Creates a new milestone within a project.
Create Bug
Creates a new bug in a project.
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Frequently Asked Questions
To start, connect both your Signwell and Zoho Projects accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Zoho Projects (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Zoho Projects. This includes choosing which data fields go into which fields of Zoho Projects, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Zoho Projects typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Signwell and Zoho Projects. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Signwell
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
Learn MoreAbout Zoho Projects
Integrate with Zoho Projects to manage your project tasks, milestones, and teams efficiently. Automate workflows, synchronize tasks, and enhance project collaboration.
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