Connect Xodo Sign and Zoho cliq to Build Intelligent Automations

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Xodo Sign

When this happens...

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Zoho cliq

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

New Message

New Message

Triggers when a new message is sent/received.

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Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Broadcast a Bot Message

Broadcast a Bot Message

Send a message to all subscribers of a bot

Send Channel Message

Send Channel Message

Send a message to a specific channel.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Zoho cliq?

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

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

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

How often does the data sync between Xodo Sign and Zoho cliq?

The data sync between Xodo Sign and Zoho cliq 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 Xodo Sign to Zoho cliq?

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 Xodo Sign and Zoho cliq?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and Zoho cliq. 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.

Xodo Sign

About Xodo Sign

Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.

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Zoho cliq

About Zoho cliq

Zoho Recruit is a comprehensive recruiting platform that helps streamline the hiring process, from tracking applicants to managing interviews.

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