Connect Zoho SalesIQ and MyDocSafe to Build Intelligent Automations
Ready to use Zoho SalesIQ and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Action is the task that follows automatically within your Zoho SalesIQ integrations.
Get Chat By ID
Retrieve details of a chat by its ID.
List Chats
Retrieve all the chats of a conversion.
Get Chat Transcript
Retrieve messages from a specific chat by chat ID.
List Visitors
Get a list of visitors and their details from Zoho SalesIQ using a View ID.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
To start, connect both your Zoho SalesIQ and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho SalesIQ triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Zoho SalesIQ data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho SalesIQ and MyDocSafe 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 Zoho SalesIQ and MyDocSafe. 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 Zoho SalesIQ
Zoho SalesIQ is a powerful live chat and visitor tracking software designed to enhance customer engagement and boost sales. It provides real-time insights into visitor behavior, enabling businesses to offer personalized support and improve conversion rates.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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