Full list

Supported Triggers & Actions

Everything you can automate between Sanity and Zoho Sign.

When this happensTriggers

A trigger is an event that starts a workflow.

When a document is sent for signature or approval

When a document is sent for signature or approval

Runs the workflow automatically whenever a document is sent for signature or approval.

When a document is fully signed and approved by all recipients

When a document is fully signed and approved by all recipients

Runs the workflow automatically whenever a document is fully signed and approved by all recipients.

When a document sent for signature or approval expires

When a document sent for signature or approval expires

Runs the workflow automatically whenever any document sent for signature or approval expires.

When a document sent for signature or approval is recalled

When a document sent for signature or approval is recalled

Runs the workflow automatically when a document that was sent for signature or approval is recalled by the sender.

When a recipient views a document

When a recipient views a document

Runs the workflow automatically whenever any recipient views a document.

When a recipient signs a document

When a recipient signs a document

Runs the workflow automatically whenever any recipient signs a document.

Do thisActions

Action is the task that follows automatically within your Sanity integrations.

Create project

Create project

Create a new project with a display name and optional organization ID

Update Project

Update Project

Modify an existing Sanity project's name, settings, or metadata.

Delete Project

Delete Project

Delete a specific project.

Update Role

Update Role

Update the details of specific role.

Delete Role

Delete Role

Delete a specific role by its id.

Send Signature Request

Send Signature Request

Submit an existing signature request to send to recipients by selecting a request ID.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Sanity
Sanity + Zoho Sign
Sanity logo

About Sanity

Sanity is a platform for structured content that allows teams to build and manage digital experiences with ease. It provides a flexible and customizable content management system (CMS) that adapts to your needs, enabling seamless collaboration and efficient content delivery.

Learn more
Integrations Zoho Sign
Zoho Sign + Sanity
Zoho Sign logo

About Zoho Sign

Zoho Sign is a digital signature app for business signatories. It helps you securely sign, send, and manage documents online, streamlining your workflow and ensuring compliance with legal standards.

Learn more

Frequently Asked Questions

How do I connect Sanity and Zoho Sign?

Sign up for a free viaSocket account, then authorize both your Sanity and Zoho Sign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Sanity and Zoho Sign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Sanity to Zoho Sign?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho Sign. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Sanity triggers actions in Zoho Sign, and a separate workflow where Zoho Sign triggers actions in Sanity. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Sanity and Zoho Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Sanity and Zoho Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.