Connect Zoho Sign and DocuSeal to Build Intelligent Automations

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Zoho Sign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Template

New Template

Triggers when new template is created.

Update Template

Update Template

Triggers when new template is updated.

Submission Created

Submission Created

Triggers when form submission created.

Submission Completed

Submission Completed

Triggers when form submission completed.

Form Completed

Form Completed

Triggers when the form is completed.

Form Viewed

Form Viewed

Triggers when the form is viewed.

Do thisActions

Action is the task that follows automatically within your Zoho Sign integrations.

Send Template

Send Template

Send a template for signature.

Get Document Details

Get Document Details

Get details of a particular document.

Get Document Form Data

Get Document Form Data

Retrieves the filled field data for a particular 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.

Create Template from HTML

Create Template from HTML

Creates a new document template for future use.

Clone Template

Clone Template

Clone an existing template.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Zoho Sign and DocuSeal 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 DocuSeal?

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 DocuSeal?

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

About DocuSeal

DocuSeal is a comprehensive digital signature and document management platform designed to streamline the process of signing, sending, and managing documents securely online. It offers a user-friendly interface for individuals and businesses to handle their document workflows efficiently, ensuring compliance and security.

Learn More