Connect Zoho Sign and Planoly to Build Intelligent Automations

Choose a Trigger

Zoho Sign

When this happens...

Choose an Action

Planoly

Automatically do this!

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

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

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 Planoly?

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

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

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

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

The data sync between Zoho Sign and Planoly 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 Planoly?

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 Planoly?

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

About Planoly

Planoly is a visual management platform designed to help users plan, schedule, and manage their social media content, particularly for Instagram and Pinterest. It offers tools for content creation, scheduling, and analytics to streamline social media marketing efforts.

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