Connect Zoho Sheet and BoldSign to Build Intelligent Automations

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Zoho Sheet

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BoldSign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Row

New or Updated Row

Runs when row is created or updated in a selected worksheet.

Worksheet Updated

Worksheet Updated

Set up notifications to trigger when rows are added or changed in a Zoho Sheet worksheet.

New Worksheet

New Worksheet

Trigger When a new Worksheet created

Update columns

Update columns

Update values across a selected column range in a worksheet.

New Workbook

New Workbook

Trigger when a new workbook created

Draft Created

Draft Created

Sends a notification to viaSocket whenever a new draft is created in BoldSign.

Do thisActions

Action is the task that follows automatically within your Zoho Sheet integrations.

Create Worksheet

Create Worksheet

Creates a new worksheet within a spreadsheet.

Get all Workbooks

Get all Workbooks

Lists all existing workbooks.

Copy worksheet - same workbook

Copy worksheet - same workbook

Copies or duplicates an existing worksheet within the same workbook.

Rename worksheet

Rename worksheet

Renames an existing worksheet within a workbook.

Create Workbook

Create Workbook

Creates a new Zoho Sheet workbook using the specified workbook name

Create Row

Create Row

Create a new row into a specified worksheet at the given row index

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Frequently Asked Questions

How do I start an integration between Zoho Sheet and BoldSign?

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

Can we customize how data from Zoho Sheet is recorded in BoldSign?

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

How often does the data sync between Zoho Sheet and BoldSign?

The data sync between Zoho Sheet and BoldSign 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 Sheet to BoldSign?

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 Sheet and BoldSign?

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

About Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet application that allows users to create, edit, and share spreadsheets in real time.

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BoldSign

About BoldSign

BoldSign is a comprehensive electronic signature solution designed to streamline the signing process for businesses and individuals. It offers a secure and efficient way to manage and execute documents online.

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