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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Trigger when new event created.
New Attendee
Triggers when a new attendee is added.
New Checkin
Triggers when an attendee is checked in.
New Order
Trigger when new order is created
Do thisActions
Action is the task that follows automatically within your Zoho Sign integrations.
Get Document Details
Get details for a specific document.
Get Document Form Data
Retrieve filled form fields from a specific document.
Create Signature Document
Create a document from a template, assign recipients to sign, and save as draft or send immediately.
Get Attendee Details
Get attendee details by unique id.
Create Offline Order
Creates an order in offline mode
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Frequently Asked Questions
To start, connect both your Zoho Sign and Zoho Backstage accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in Zoho Backstage (or vice versa).
Absolutely. You can customize how Zoho Sign data is recorded in Zoho Backstage. This includes choosing which data fields go into which fields of Zoho Backstage, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sign and Zoho Backstage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Sign and Zoho Backstage. 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.
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.
Learn MoreAbout Zoho Backstage
Zoho Backstage is an enterprise event management tool to help you create memorable event experiences.
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