Zoho Sign Integration and Workflow Automation with Microsoft Power Automate

Zoho Sign Integration and Workflow Automation with Microsoft Power Automate

Available only in Enterprise edition

Zoho Sign is now available in Power Automate, a tool that connects applications to help users automate processes and create workflows for generating smart documents, collecting signatures, and managing documents in real time.


With this integration, you can easily digitize and automate tasks, as well as reduce time spent on manual data entry for increased productivity.

Prerequisites

  • A valid Microsoft Power Automate account
  • A valid Zoho Sign account
  • Adequate Zoho Sign credits ( 5 Zoho Sign credits will be consumed per envelope submission)


Click here to learn more about the prerequisites. 


If you are new to Microsoft Power Automate, here are some key terms and concepts that are helpful to understand before getting started with the integration:


What is a flow?

A flow automates workflows with pre-configured application connectors.


Types of flows


In Power Automate, you can create cloud flows, desktop flows, or business process flows.


Cloud flows

Create a cloud flow when you want your automation to be triggered either automatically, instantly, or via a schedule.


  • Automated flows: Create an automation that is triggered by an event.
  • Instant flows: Start an automation with a click of a button.
  • Scheduled flows: Create a flow that needs to be automated on a schedule.


Desktop flows

Use desktop flows to automate tasks on the web or the desktop.


Business process flows

Business process flows provide a guide for the users to get the work done. This flow can be used to define a set of steps to follow and take the users to the desired outcome.


What is a trigger?

A trigger is an event that starts a flow. A trigger can only be added at the beginning of a scenario, and each scenario can contain only one trigger.


Zoho Sign currently offers seven triggers in Power Automate:


Sign

When a document has been signed by a recipient

Decline

When a document has been declined by a recipient

Forward

When a document has been forwarded by a recipient

Completed

When a document has been signed and/or approved by all the recipients

Recalled

When a document has been recalled by the sender

Expired

When a document signature request has expired

Viewed

When a document has been viewed by a recipient


What is a connector?

A connector is a proxy or a wrapper around an API that helps users to connect their accounts and build their workflows with predefined actions and triggers.


What are actions?


An action is the task that's started when a trigger is invoked. Flows can have one or many actions, depending on the flow.

Create and manage flows in Power Automate

There are three ways to create a flow

1. Sign in to Power Automate and select Create in the left navigation pane.



2. You can create a flow by:

  • Choosing Start from blank (you can create a custom flow based on your needs)
  • Choosing Start from a template
  • Choosing Start from a connector




Scenario: Let's create a flow that automatically sends a message in an MS Teams channel after a document is completed in Zoho Sign. 

Creating a flow with Start from blank

1. Click 
Automated cloud flow under Start from blank.



2. Enter your custom flow name and select 
Zoho Sign Triggers in the Build and automated cloud flow window, and then click Create

3. Alternatively, click Skip to search for connectors and triggers in the next window.



Click here to learn how Zoho Sign can trigger your flow.


4. Select the desired trigger and action(s).




4. Click Save.To test the flow, sign a document in Zoho Sign and then check the chat in MS Teams. You should see a message that is similar to the one below:



6. You can also find the history of the flow by selecting My flows on the left navigation pane and clicking on the desired flow.






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