Available in all data centers except Saudi Arabia and Canada

Zoho Sign is now available in Power Automate, a cloud-based service that enables users to build custom automated workflows by connecting Zoho Sign with other applications using no-code or low-code tools. Power Automate operates on a simple "if this, then that" logic:

1. Trigger (if this) - A trigger is an event that starts a flow.
2. Action (then that) - A task that's performed when a trigger is invoked. 

Integrating Zoho Sign with Power Automate helps businesses easily embed the digital signature functionalities withing their business operations. Some benefits include:

1. Bridging the ecosystem gap - Enterprises work on different applications for their daily operations. Power Automate acts as a "digital bridge", allowing Zoho Sign to function seamlessly between applications. 
   
2. Eliminating human bottleneck - Automating your document signature workflow can help can help you easily handle the document sending and archiving with less to zero human intervention, thus saving you time and reduced errors.
   

Prerequisites

• A valid Microsoft Power Automate account (Power Automate Premium and upwards)
• A valid Zoho Sign account (Enterprise or API plan)
• Adequate Zoho Sign credits (5 Zoho Sign credits will be consumed/envelope)

Learn more about the prerequisites

Learn more about Zoho Sign credits

Key terms and concepts

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:

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.

Sample use case

Let's consider a scenario where you have sent out a document for signature, and once the document has been signed, a copy of the signed document must be stored in a folder in Sharepoint and a notification must be sent via a communication application like MS Teams.

1. Click My flows from the left navigation pane.
   
2. Click the +New flow dropdown and select Automated cloud flow.
3. Enter a flow name and search for Zoho Sign Triggers from the search bar, then click Create. Alternatively, click Skip to search for connectors and triggers in the next window.
4. Ensure you have authorized you Zoho Sign connection by selecting the correct region (USA (.com), India (.in), Europe (.eu), Australia (.com.au), or Japan (.jp)) to proceed.
5. Select Completed from the Actions dropdown within the Zoho Sign trigger.
6. Click the + icon and select Download document from the Zoho Sign actions.
7. If you are unable to find the request_id under the request ID text box, you can copy paste this trigger - @{triggerOutputs()?['body/requests/request_id']} 
8. Click the + icon and select Create file from the Sharepoint actions. Ensure you have authorized your Sharepoint credentials.
1. Upon successful authorization, enter the site's address, folder path, add the Zoho Sign's document name by selecting document_name and select Body under File Content.
2. Click the + icon and select Create sharing link for a file or folder from the Sharepoint actions.
3. Choose the site address, select the library name, item ID, link type, and link scope.
4. Click the + icon and select Post message in a chat or channel from the MS Teams actions. Ensure you have authorized your MS Teams credentials.
5. Upon successful authorization, choose the post type from the Post as dropdown (Flow bot, Power Virtual Agent, or User) and where to post from the Post in (Channel or Group chat) dropdown.
1. Once you choose Channel or Group chat, you have to select the team ID from the Team dropdown and Channel ID from the Channel dropdown.
   
2. Under the Message body, enter your preferred message.
   
9. Click Save.
   

How to test your flow

1. Click Test in the flow builder window.
2. Select Manually and click Test.
3. Initiate a document signing process from Zoho Sign.

Once you revisit the flow builder window, you can view the status of the flow.

You can view a copy of the signed document present in the Sharepoint folder and a message is sent to the select MS Teams channel.