Connect Zoho Forms and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Zoho Forms

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for Zoho Forms

Do thisActions

Action is the task that follows automatically within your Zoho Forms integrations.

Get Forms

Get Forms

Get all Forms

Get Applications

Get Applications

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

Request a new Action for Zoho Forms

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Frequently Asked Questions

How do I start an integration between Zoho Forms and MyDocSafe?

To start, connect both your Zoho Forms and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Forms triggers actions in MyDocSafe (or vice versa).

Can we customize how data from Zoho Forms is recorded in MyDocSafe?

Absolutely. You can customize how Zoho Forms 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.

How often does the data sync between Zoho Forms and MyDocSafe?

The data sync between Zoho Forms and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Forms to MyDocSafe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Forms and MyDocSafe?

Yes, you can set conditional logic to control the flow of data between Zoho Forms 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.

Zoho Forms

About Zoho Forms

Zoho Forms is a versatile online form builder that allows users to create, share, and manage forms effortlessly. It is designed to help businesses and individuals collect data, gather feedback, and streamline workflows with ease. With a wide range of customizable templates and integrations, Zoho Forms is ideal for creating surveys, registration forms, and more.

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MyDocSafe

About 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.

Learn More