Connect Docusign and Zoho Forms to Build Intelligent Automations

Choose a Trigger

Docusign

When this happens...

Choose an Action

Zoho Forms

Automatically do this!

Enable Integrations or automations with these events of Docusign and Zoho Forms

Enable Integrations or automations with these events of Docusign and Zoho Forms

Actions

Create Workspace

Create Workspace

Create a new workspace.

Update Workspace

Update Workspace

Updates a Workspace name or desctcription.

Delete Workspace

Delete Workspace

Deletes a Workspace.

List/Search Workspace

List/Search Workspace

List all Workspace or search by name.

Create a Bulk Send List

Create a Bulk Send List

Creates a new bulk send list.

Create Template

Create Template

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Docusign data is recorded in Zoho Forms. This includes choosing which data fields go into which fields of Zoho Forms, setting up custom formats, and filtering out unwanted information.

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

The data sync between Docusign and Zoho Forms 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 Docusign to Zoho Forms?

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 Docusign and Zoho Forms?

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

Docusign

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.

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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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