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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Record is created.
Triggers when a Record is updated.
Trigger When A new Team Create
Triggers when a Record is updated, or a new Record is added.
Action is the task that follows automatically within your Zoho Sign integrations.
Send a template for signature.
Get details of a particular document.
Retrieves the filled field data for a particular 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 a New Record in a Table
Update an Existing Record in a Grist Table

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zoho Sign and Grist accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in Grist (or vice versa).
Absolutely. You can customize how Zoho Sign data is recorded in Grist. This includes choosing which data fields go into which fields of Grist, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sign and Grist 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 Grist. 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 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 MoreGrist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
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