Connect Zoho Sign and Upwave to Build Intelligent Automations

Choose a Trigger

Zoho Sign

When this happens...

Choose an Action

Upwave

Automatically do this!

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

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

Actions

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 Card

Create Card

Creating a new Card in Upwave .

List Workspaces

List Workspaces

get all Workspaces.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Zoho Sign and Upwave 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 Upwave?

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 Upwave?

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

About Upwave

Upwave is a versatile project management and collaboration tool designed to help teams streamline their workflows, track progress, and achieve their goals efficiently. With features like task management, visual boards, and real-time collaboration, Upwave empowers teams to stay organized and productive.

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