Connect Zoho Sign and Zoho Docs to Build Intelligent Automations
Enable Integrations or automations with these events of Zoho Sign and Zoho Docs
Enable Integrations or automations with these events of Zoho Sign and Zoho Docs
Actions
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.
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Frequently Asked Questions
To start, connect both your Zoho Sign and Zoho Docs accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sign triggers actions in Zoho Docs (or vice versa).
Absolutely. You can customize how Zoho Sign data is recorded in Zoho Docs. This includes choosing which data fields go into which fields of Zoho Docs, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sign and Zoho Docs 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 Docs. 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.
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About Zoho Docs
Zoho Docs is a comprehensive online document management system that allows users to create, store, share, and collaborate on documents seamlessly. It offers a suite of tools for word processing, spreadsheets, and presentations, making it ideal for both individual and team productivity. With robust security features and easy integration with other Zoho applications, it is designed to enhance document workflows and improve collaboration efficiency.
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