
When this happens...
New Document
New Client
New Item
Payment Created
New Category

Automatically do this!
Get Document Details
Get Document Form Data
Create Signature Document
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers When a new Document is created.
New Client Created.
New item created.
Payment Created.
Categories created in space invoice apollo.
Action is the task that follows automatically within your Space Invoices / Apollo integrations.
Create a new Document
Get details for a specific document.
Retrieve filled form fields from a specific document.
Create a document from a template, assign recipients to sign, and save as draft or send immediately.

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To start, connect both your Space Invoices / Apollo and Zoho Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Space Invoices / Apollo triggers actions in Zoho Sign (or vice versa).
Absolutely. You can customize how Space Invoices / Apollo data is recorded in Zoho Sign. This includes choosing which data fields go into which fields of Zoho Sign, setting up custom formats, and filtering out unwanted information.
The data sync between Space Invoices / Apollo and Zoho Sign 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 Space Invoices / Apollo and Zoho Sign. 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.
Space-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.
Learn MoreZoho 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