Connect Zoho Vault and Clicksign to Build Intelligent Automations
Ready to use Zoho Vault and Clicksign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
New Document
Triggers when new document is uploaded in the clicksign.
Document Finalized
Triggers when a document is manually finalized.
Signer Removed
Triggers when a signers are removed from a document.
Signatory signs a document
Triggers when a signatory signs a document.
Do thisActions
Action is the task that follows automatically within your Zoho Vault integrations.
Create Chamber
Create a chamber to store and share passwords and secrets.
Create User Group
Create a new user group and add members.
Get User Group Details
Retrieve details for a specific user group.
Update User group
Update a user group's name, description, and members.
Get Folder Details
Get details for a specific Vault folder by its folder ID
Update Folder
Update a folder's name and description in Zoho Vault
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Frequently Asked Questions
To start, connect both your Zoho Vault and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Vault triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Zoho Vault data is recorded in Clicksign. This includes choosing which data fields go into which fields of Clicksign, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Vault and Clicksign 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 Vault and Clicksign. 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 Vault
Zoho Vault is a secure online password manager for teams and individuals, designed to store, share, and manage passwords and sensitive information safely. It offers robust encryption and seamless integration with other Zoho applications, ensuring your data is protected and easily accessible.
Learn MoreAbout Clicksign
Clicksign is a digital signature platform that enables users to sign documents electronically, ensuring security and compliance. It streamlines the process of document signing, making it efficient and paperless.
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