Hi,

I am looking to automate a process of getting clients signed up asap.  I have set everything up in a Zoho sign template and it works by pressing the "sign with Zoho sign" on the deal record.

I am looking to find out that when a deal hits a specific pipeline stage say "Accepted" that i can send a zoho sign document to that client without actioning anything and its done automatically through a workflow.

Is this possible? and if not is there a potential workaround.

Thanks

Jon