I am looking to send out a few documents to my existing contacts via email and/or sms text message.  Some of my clients don't have/use email.   

Ideally i'd like to do this with a single link/page so they don't get confused, but i'm not sure that's possible within zoho?  I was wondering maybe creator?  Basically a link to a page, that brings them to a zoho form tied to their contact record, and then when they finish that it brings them to a zohosign document.

1st is a zohosign document to tick a legal box, this has to be done prior to every sales meeting with them and needs to be associated with the active deal for the client.

2nd I want to update their information in the CRM  Address, Phone number, etc.  They can see the current info I have, and update it if needed, ideally this link is passcode protected with a code i can give them prior to sending out the information.

3rd I want them to fill out a form that lists their needs.  Some of these needs I want back populated into 2 subforms in the contact record, and pdf copies of the document for auditing purposes.  They can see the current info I have from our last analysis if they had one, and update it if needed, ideally this link is passcode protected with a code i can give them prior to sending out the information.

I want to be able to execute this command by running a deluge function most likely.  Either clicking a checkbox when i set a meeting with them, as a workflow once a deal is at a certain stage, or possibly as a function button on the contact record.  I haven't decided yet.

I'm sure doing the zohosign automation is easy enough.  For steps 2 and 3 I beleive a zoho form would be best? but i think a zoho form can only be sent as a campaign or manually sending an email with a template?  I don't think a zoho form link can be sent via a function?

Any help in the right direction would be appreciated.