Connect Zoho Mail and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email
New Email Matching Search
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Ready to use Zoho Mail and Xodo Sign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email
Triggers when you recieve a new email.
New Email Matching Search
Triggers when you recieve a new email that matches the given condition.
Document Sent
Triggers when a document is sent.
Document Completed
Runs when a document is completed in Xodo Sign.
Do thisActions
Action is the task that follows automatically within your Zoho Mail integrations.
Create Draft
Create a new draft email.
Create Folder
Creates a new folder.
Create Label
Creates a new label in zoho mail.
Send Email
Send an email from a Zoho Mail account to one or more recipients, with optional CC/BCC, subject, HTML or plain-text body.
Get User Signatures
Gets a list of all users' email signatures.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
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Frequently Asked Questions
To start, connect both your Zoho Mail and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Zoho Mail data is recorded in Xodo Sign. This includes choosing which data fields go into which fields of Xodo Sign, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Mail and Xodo Sign 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 Mail and Xodo 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.
About Zoho Mail
Zoho Mail provides encrypted, ad-free email hosting with custom domains, IMAP/POP/SMTP support, robust admin controls, and enterprise-grade security for business communication.
Learn MoreAbout 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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