viaSocket

Connect Squad and Zoho Sign to Build Intelligent Automations

Choose a Trigger

Squad

When this happens...

Choose an Action

Zoho Sign

Automatically do this!

Enable Integrations or automations with these events of Squad and Zoho Sign

Enable Integrations or automations with these events of Squad and Zoho Sign

Actions

Send feedback to Squad

Send feedback to Squad

Send user comments or notes into Squad.

Get Document Details

Get Document Details

Get details for a specific document.

Get Document Form Data

Get Document Form Data

Retrieve filled form fields from a specific document.

Create Signature Document

Create Signature Document

Create a new Zoho Sign document using an existing template and assign recipients for signing. The document is created as a draft or sent immediately based on your selection.

Request a new Action for Squad

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Frequently Asked Questions

How do I start an integration between Squad and Zoho Sign?

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

Can we customize how data from Squad is recorded in Zoho Sign?

Absolutely. You can customize how Squad 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.

How often does the data sync between Squad and Zoho Sign?

The data sync between Squad and Zoho Sign 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 Squad to Zoho Sign?

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 Squad and Zoho Sign?

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

Squad

About Squad

Squad is an innovative platform designed to enhance team collaboration and communication through AI-driven solutions. It offers seamless integration for team chats, project management, and productivity tools, making it an essential resource for modern teams.

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Zoho Sign

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