Connect Zoho Sign and Cody.ai to Build Intelligent Automations
Ready to use Zoho Sign and Cody.ai automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Bot
Triggered when a new bot is created.
New Message
Triggered when a new message is created.
New Folder
Triggered when a new folder is created.
New Conversation
Triggered when a new conversation is created.
New Documents
Triggered when a new document is created.
Do thisActions
Action is the task that follows automatically within your Zoho Sign integrations.
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.
Create Document
Uploads text content to a new document in your knowledge base.
Create Document from Webpage
The "Create Document from Webpage" action extracts content from a provided URL and saves it as a document in your knowledge base.
Delete Document
Delete a Document
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Frequently Asked Questions
To start, connect both your Zoho Sign and Cody.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in Cody.ai (or vice versa).
Absolutely. You can customize how Zoho Sign data is recorded in Cody.ai. This includes choosing which data fields go into which fields of Cody.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sign and Cody.ai 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 Cody.ai. 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 Cody.ai
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
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