Connect Zoho Sign and SendX to Build Intelligent Automations

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Zoho Sign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Created

New Contact Created

Triggers when a new Contact is added to any list.

New List Created

New List Created

Triggers when a new list Created.

New Tag Created

New Tag Created

Trigger when a New Tag created.

Request a new Trigger for Zoho Sign

Do thisActions

Action is the task that follows automatically within your Zoho Sign integrations.

Send Template

Send Template

Send a template for signature.

Get Document Details

Get Document Details

Get details of a particular document.

Get Document Form Data

Get Document Form Data

Retrieves the filled field data for a particular 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.

Create Contact

Create Contact

Creates a new contact in SendX.

Update Contact

Update Contact

Update a contact in SendX.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Zoho Sign and SendX 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 SendX?

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 SendX?

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

About SendX

SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.

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