Connect Zoho WorkDrive and Clicksign to Build Intelligent Automations
Ready to use Zoho WorkDrive and Clicksign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Folder
Triggers when a new folder is created.
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.
Do thisActions
Action is the task that follows automatically within your Zoho WorkDrive integrations.
Upload File
Uploads a file to a specified folder.
Create Folder
Creates a New Folder.
Find Folder
Find a folder by name.
Find File By Name
Find a specific file by its name.
Create Team Folder
Creates a new Team Folder.
Create Document
Request for creating documents at Clicksign via template.
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Frequently Asked Questions
To start, connect both your Zoho WorkDrive and Clicksign accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho WorkDrive triggers actions in Clicksign (or vice versa).
Absolutely. You can customize how Zoho WorkDrive 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 WorkDrive 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 WorkDrive 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 WorkDrive
Zoho WorkDrive is a secure file management and collaboration platform designed for teams to store, share, and manage their files efficiently.
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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