Connect Zoho cliq and Docusign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message
Choose an Action
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Ready to use Zoho cliq and Docusign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message
Triggers when a new message is sent/received.
Do thisActions
Action is the task that follows automatically within your Zoho cliq integrations.
Broadcast a Bot Message
Send a message to all subscribers of a bot
Send Channel Message
Send a message to a specific channel.
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Delete Workspace
Deletes a Workspace.
List/Search Workspace
List all Workspace or search by name.
Know More About Zoho Cliq and Docusign Integrations
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Frequently Asked Questions
To start, connect both your Zoho cliq and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho cliq triggers actions in Docusign (or vice versa).
Absolutely. You can customize how Zoho cliq data is recorded in Docusign. This includes choosing which data fields go into which fields of Docusign, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho cliq and Docusign 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 Zoho cliq and Docusign. 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 Zoho cliq
Zoho Recruit is a comprehensive recruiting platform that helps streamline the hiring process, from tracking applicants to managing interviews.
Learn MoreAbout Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
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