Connect Zoho Sign and Samvad to Build Intelligent Automations
Enable Integrations or automations with these events of Zoho Sign and Samvad
Enable Integrations or automations with these events of Zoho Sign and Samvad
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.
Create Lead
Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.
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Frequently Asked Questions
To start, connect both your Zoho Sign and Samvad accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in Samvad (or vice versa).
Absolutely. You can customize how Zoho Sign data is recorded in Samvad. This includes choosing which data fields go into which fields of Samvad, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sign and Samvad 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 Samvad. 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 Samvad
Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.
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