Connect Docusign and Zoho Connect to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
Add Member to Group
Create Private Task
Create Task in Board
Create Status
Invite User to Network
Create Event
Ready to use Docusign and Zoho Connect automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Announcement
Triggers when a new Announcement is added.
New Status
Triggers when a new status is added.
Do thisActions
Action is the task that follows automatically within your Docusign integrations.
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Delete Workspace
Deletes a Workspace.
List/Search Workspace
List all Workspace or search by name.
Create a Bulk Send List
Creates a new bulk send list.
Create Template
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Frequently Asked Questions
To start, connect both your Docusign and Zoho Connect accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Zoho Connect (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Zoho Connect. This includes choosing which data fields go into which fields of Zoho Connect, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Zoho Connect 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 Docusign and Zoho Connect. 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 Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn MoreAbout Zoho Connect
From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.
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