Connect Zoho Sign and lucidya to Build Intelligent Automations

Choose a Trigger

Zoho Sign

When this happens...

Choose an Action

lucidya

Automatically do this!

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

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

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 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.

Request a new Action for Zoho Sign

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Frequently Asked Questions

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

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

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

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

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

The data sync between Zoho Sign and lucidya 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 lucidya?

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 lucidya?

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

About lucidya

Lucidya AI-driven CX provides insights from millions of digital interactions, aiding a deeper understanding of your customer base.

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