Connect Zoho Sign and Billsby to Build Intelligent Automations
Enable Integrations or automations with these events of Zoho Sign and Billsby
Enable Integrations or automations with these events of Zoho Sign and Billsby
Actions
Get Document Details
Get details for a specific document.
Get Document Form Data
Retrieve filled form fields from a specific document.
Create Signature Document
Create a document from a template, assign recipients to sign, and save as draft or send immediately.
Update Customer
Update a customer's contact and billing details.
Create One-Time Charge
Charge a customer a one-time adjustable amount and create an invoice.
Find Customer
Find customer's details using their name.
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Frequently Asked Questions
To start, connect both your Zoho Sign and Billsby accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in Billsby (or vice versa).
Absolutely. You can customize how Zoho Sign data is recorded in Billsby. This includes choosing which data fields go into which fields of Billsby, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sign and Billsby 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 Sign and Billsby. 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 Sign
Zoho Sign is a digital signature app for business signatories. It helps you securely sign, send, and manage documents online, streamlining your workflow and ensuring compliance with legal standards.
Learn MoreAbout Billsby
Billsby is a comprehensive subscription billing platform designed to simplify and automate the billing process for businesses. It offers features such as customizable billing cycles, detailed analytics, and seamless integration with various payment gateways.
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