viaSocket

Connect Zoho Sign and cardclan to Build Intelligent Automations

Choose a Trigger

Zoho Sign

When this happens...

Choose an Action

cardclan

Automatically do this!

Enable Integrations or automations with these events of Zoho Sign and cardclan

Enable Integrations or automations with these events of Zoho Sign and cardclan

Actions

Get Document Details

Get Document Details

Get details for a specific document.

Get Document Form Data

Get Document Form Data

Retrieve filled form fields from a specific document.

Create Signature Document

Create Signature Document

Create a new Zoho Sign document using an existing template and assign recipients for signing. The document is created as a draft or sent immediately based on your selection.

Request a new Action for Zoho Sign

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Frequently Asked Questions

How do I start an integration between Zoho Sign and cardclan?

To start, connect both your Zoho Sign and cardclan accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in cardclan (or vice versa).

Can we customize how data from Zoho Sign is recorded in cardclan?

Absolutely. You can customize how Zoho Sign data is recorded in cardclan. This includes choosing which data fields go into which fields of cardclan, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Sign and cardclan?

The data sync between Zoho Sign and cardclan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Sign to cardclan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Sign and cardclan?

Yes, you can set conditional logic to control the flow of data between Zoho Sign and cardclan. 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.

Zoho Sign

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.

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cardclan

About cardclan

A platform to build and send interactive and personalized digital cards using prebuilt templates. Replace plain old boring emails.

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