Connect Zoho Sign and Sleekplan to Build Intelligent Automations

Choose a Trigger

Zoho Sign

When this happens...

Choose an Action

Sleekplan

Automatically do this!

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

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

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 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.

List All Comments

List All Comments

Retrieves the list of all comments.

Create Changelog Update

Create Changelog Update

Create an update

Create Feedback

Create Feedback

Create a new post

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Frequently Asked Questions

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

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

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

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

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

The data sync between Zoho Sign and Sleekplan 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 Sleekplan?

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 Sleekplan?

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

About Sleekplan

Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.

Learn More