Connect Zoho Sign and TargetBay to Build Intelligent Automations

Choose a Trigger

Zoho Sign

When this happens...

Choose an Action

TargetBay

Automatically do this!

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

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

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.

Request a new Action for Zoho Sign

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Frequently Asked Questions

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

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

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

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

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

The data sync between Zoho Sign and TargetBay 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 TargetBay?

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 TargetBay?

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

About TargetBay

TargetBay is a customer engagement platform that helps businesses of all sizes and types scale and automate their marketing efforts.

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