Connect Xodo Sign and Zoho Connect to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Add Member to Group
Create Private Task
Create Task in Board
Create Status
Invite User to Network
Create Event
Ready to use Xodo Sign and Zoho Connect automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
New Announcement
Triggers when a new Announcement is added.
New Status
Triggers when a new status is added.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Send Reminder
Send Reminder to document.
Add Member to Group
Adds user to a group (invite and add, if the user is not a member of the network).
Create Private Task
Adds a private task.
Create Task in Board
Adds a new task in a specific board.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Zoho Connect accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Zoho Connect (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Zoho Connect. This includes choosing which data fields go into which fields of Zoho Connect, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Zoho Connect 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 Xodo Sign and Zoho Connect. 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.
About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
Learn MoreAbout Zoho Connect
From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.
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