Integrate PocketSmith with Zoho Sign
Send information between PocketSmith and Zoho Sign automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and Zoho Sign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account created
Triggers when a new account belonging to the user is created
Transaction made
Triggers when a new transaction is made in an account
Folder created
Triggers when a new folder is created
Document declined
Triggers when a document is declined
Document completed
Triggers when a document is completed
Document sent
Triggers when a document is sent
Document signed
Triggers when a document is signed
Document viewed
Triggers when a document is viewed
Template created
Triggers when a new template is created
Document expired
Triggers when a document has expired
Document forwarded
Triggers when a document is forwarded
Document recalled
Triggers when a document is recalled
All Actions - Actions are the automated tasks
Create transaction
Creates a transaction in a transaction account
Create account
Creates an account belonging to the user by their ID
Draft document
Populates a document based on a template
Send document
Populates a document based on a template and sends it to the specified recipients
Send request by email
Sends a request to the specified email address
Create folder
Creates a new folder
Change request owner
Changes the owner of the specified request
Update document
Updates the details of an existing document based on ID
Fetch template
Fetches the details of an existing template by name or ID
Fetch document
Fetches the details of an existing document by ID
Fetch recipient
Fetches the details of a document's recipient by email address
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
Similar apps
What is Zoho Sign?
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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CEO, OpIndia
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