Connect Zoho Sign and lassocrm to Build Intelligent Automations

Choose a Trigger

Zoho Sign

When this happens...

Choose an Action

lassocrm

Automatically do this!

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

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

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 document from a template, assign recipients to sign, and save as draft or send immediately.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Zoho Sign and lassocrm 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 lassocrm?

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 lassocrm?

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

About lassocrm

LassoCRM is a CRM that empowers home selling teams by taking the guess work out of reporting, sales and the marketing process.

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