Connect Zoho Sign and Salesmate to Build Intelligent Automations
Enable Integrations or automations with these events of Zoho Sign and Salesmate
Enable Integrations or automations with these events of Zoho Sign and Salesmate
Actions
Send Template
Send a template for signature.
Get Document Details
Get details of a particular document.
Get Document Form Data
Retrieves the filled field data for a particular 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.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
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Frequently Asked Questions
To start, connect both your Zoho Sign and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Zoho Sign data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sign and Salesmate 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 Salesmate. 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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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