Connect Zoho Sign and Connecteam to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Sign
Choose an Action
Automatically do this!
Create User
Create user note
Archive users
Create jobs
Clock IN
Clock Out
Create Task
Get schedulers
Get custom fields
Get smart groups
Get indicators
Get task boards
Get publishers
Get conversations
Get jobs
Get time clocks
Get policy types
Get forms
Ready to use Zoho Sign and Connecteam automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user is created.
User Updated
Triggers when an existing user updated.
User Archived
Triggers when user was archived in the system.
User Restored Archived
Triggers when user was restored from archived .
User Deleted
Triggers when an existing user deleted.
User Promoted
Triggers when an existing user was promoted from 'user' to 'admin'.
Do thisActions
Action is the task that follows automatically within your Zoho Sign integrations.
Send Template
Send a template for signature.
Get Document Details
Get details of a particular document.
Get Document Form Data
Retrieves the filled field data for a particular 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.
Create User
Create a new user
Create user note
Create new note on the profile of the specified user.
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Frequently Asked Questions
To start, connect both your Zoho Sign and Connecteam accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in Connecteam (or vice versa).
Absolutely. You can customize how Zoho Sign data is recorded in Connecteam. This includes choosing which data fields go into which fields of Connecteam, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sign and Connecteam 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 Connecteam. 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 Connecteam
Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
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