Integrate Zoho Subscriptions with Zoho Sign

Integrate Zoho Subscriptions with Zoho Sign

Overview

This integration allows you to generate subscription-related documents and then send them for digital signatures using Zoho Sign from the Zoho One admin panel.

The steps to integrate Zoho Subscriptions with Zoho Sign vary between the three User Interface versions supported in Zoho One. Select the UI version you use from tabs below and proceed with the steps that follow.
One Experience UI
Spaces UI
Unified UI
One Experience UI
To enable the integration,
  1. Sign in to Zoho One, then click Admin Panel icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click Inventory, and go to the click Available; all the available integrations will be listed.
  5. Click Enable against Sign.
Info
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.
To configure the integration,
Follow the steps mentioned in the link to edit sync settings.

To deactivate the integration,
  1. Sign in to Zoho One, then click Admin Panel icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click Inventory, and go to the Active tab. 
  5. Click the kebab menu against Sign, then click Deactivate.
  6. Read the confirmation message and click Deactivate.
Info
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,
  1. Sign in to Zoho One, then click Admin Panel icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click Inventory, and go to the Active tab. 
  5. Click the kebab menu against Sign, then click Delete.
  6. Read the confirmation message and click Delete.
Notes
Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.
Spaces UI
To enable the integration,
  1. Sign in to Zoho One, then click Directory Settings icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click Inventory, and go to the click Available; all the available integrations will be listed.
  5. Click Enable against Sign.
Info
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,
Follow the steps mentioned in the link to edit sync settings.

To deactivate the integration,
  1. Sign in to Zoho One, then click Directory Settings icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click Inventory, and go to the Active tab. 
  5. Click the kebab menu against Sign, then click Deactivate.
  6. Read the confirmation message and click Deactivate.
Info
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,
  1. Sign in to Zoho One, then click Directory Settings icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click Inventory, and go to the Active tab. 
  5. Click the kebab menu against Sign, then click Delete.
  6. Read the confirmation message and click Delete.
Notes
Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.
Unified UI
To enable the integration,
  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the app you want to integrate with, then click Available; all the available integrations will be listed; click Enable.
Info
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,
Follow the steps mentioned in the link to edit sync settings.

To deactivate the integration,
  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Deactivate.
  5. Read the confirmation message and click Deactivate.
Info
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,
  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Delete.
  5. Read the confirmation message and click Delete.
Notes
Delete is an irreversible action. You will need to re-enable and configure the integration to see it again.