Connect Zoho Sign and Slack 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 Message in Channel

New Message in Channel

Triggers when a new message posted on a specific channel.

New User Joined or Updated in Your Org

New User Joined or Updated in Your Org

Triggers when a new user join workspace.

New Message Posted

New Message Posted

Triggers when a new message is posted on any slack channel.

New Message Reaction

New Message Reaction

Triggers when new reaction is added to a message.

Recent Thread Messages

Recent Thread Messages

Triggers when a new message recieved in a thread.

New member join/leave or updated in channel

New member join/leave or updated in channel

Triggers when a user joins, leaves, or updates their profile in the selected Slack channel.

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.

Send message

Send message

Send a message to channels or people. Optionally add buttons, post in a thread, set a bot name/icon, control link previews, or schedule delivery.

Set Slack Status

Set Slack Status

Set your Slack profile status text and emoji and optionally specify how long it should remain active.

Send Interactive messages

Send Interactive messages

This action is built for human intervention purpose to get user input for running flow. although the functionality is also workingh in send message action

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Step by step guides to integrate Zoho Sign and Slack

Frequently Asked Questions

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

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

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

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

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

The data sync between Zoho Sign and Slack 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 Slack?

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 Slack?

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

About Slack

Slack is a team Communication Platform. Focused on chat, apps and working with bots.

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