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Xodo Sign
Zoho CRM
Actions and Triggers
When this happensTriggers
Document Completed
Triggers when a new document is completed.
Document Sent
Triggers when a document is sent.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
Do thisActions
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
List Businesses
Retrives list of existing businesses on your Xodo Sign account.
List Documents
Retrives a list of document.
List Templates
Retrive a list of all templates.
Get Bulk Jobs list
Get Bulk Jobs list
Know More About viaSocket Integrations
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Frequently asked questions
- Is there a limit to the number of apps I can integrate through viaSocket?
- No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
- Can I automate complex multi-step workflows across thousands of apps with viaSocket?
- Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
- Can I monitor the performance of integrations and troubleshoot issues?
- Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
- How does viaSocket ensure the security of data exchanged between integrated apps?
- Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
Learn More