Zoho Sign integration and workflow automation on Make (formerly Integromat)
Some actions available only in Enterprise/API plan - consumes Zoho Sign credits
Zoho Sign is now available on Make (formerly Integromat), an advanced online workflow automation platform. This enables you to build automated workflows for generating smart documents, collecting signatures, tracking and managing your documents in real time, and much more by connecting Zoho Sign with 1000+ applications on the web.
Using digital signature software like Zoho Sign as an alternative to physical documents can massively reduce the turnaround time and associated administrative costs in business paperwork. Although e-sign workflows can aid businesses in going paperless, paperwork is often accompanied by other tasks or engagements that are part of the business operations cycle. This can range from processing payments and creating bookkeeping records, to sending follow-up emails and issuing directives to your associates or executives. With a platform like Make, you can easily digitize and automate these tasks by building scenarios that connect Zoho Sign with the other apps you use. This can vastly reduce the manual labor hours spent on such tasks, and boost productivity.
Prerequisites
- A valid Make/Integromat account
- A valid Zoho Sign account
- Scenarios containing Zoho Sign action modules that send documents for signatures require Enterprise or API plan with Zoho Sign credits to work. Zoho Sign credits can be purchased as add-ons. Each document signature request sent out consumes Zoho Sign credits.
- Scenarios containing Zoho Sign trigger modules work across all plans including the Free edition.
What's a scenario?
A scenario is a workflow created on Integromat that automatically monitors an app for changes or events, and/or carries out one or more actions in the same app or other apps. Scenarios are built by adding and connecting modules that help transfer and transform data between apps.
For example: Setting up an integration that monitors the status of documents on Zoho Sign and creates a new deal in your CRM when a document is signed.
What's a module?
A module is a smaller block that represents a function or task carried out using a specific app or service. Scenarios are built by adding one module or more in a series, and configuring how the data is transferred and the operations are performed.
For example: Fetching the list of documents sent for signatures using Zoho Sign.
Modules on Integromat can be further categorized into different types such as triggers, actions, searches, aggregators, and iterators.
What's a trigger?
A trigger module actively monitors an app for a specific change or event. When this change or event occurs, it fetches the related information from the app, and generates a bundle of data, which can be made use of or passed on to another module in a scenario. Trigger modules can only be added at the beginning of a scenario, and each scenario can contain only one trigger.
Zoho Sign presently offers seven trigger modules in Integromat.
- Watch Document Signed - Triggers when a document has been signed by a recipient
- Watch Document Completed - Triggers when a document has been signed and/or approved by all the recipients
- Watch Document Declined - Triggers when a document has been declined by a recipient
- Watch Document Recalled - Triggers when a document has been recalled by the sender
- Watch Document Expired - Triggers when a document signature request has expired
- Watch Document Viewed - Triggers when a document has been viewed by a recipient
- Watch Document Assigned to Somebody Else - Triggers when a document has been assigned by a recipient to be signed or approved by someone else
You can use these trigger modules to create a scenario that carries out follow-up actions in other apps when your Zoho Sign documents undergo one of these events.
What's an action?
An action module carries out a task in an app based on the data given to it. Action modules are typically used in series with trigger modules where the bundle of data generated by the trigger is passed on to the action for processing. Action modules also fetch the related information from the app upon executing the task, and generate a bundle of data that can be used or passed on to subsequent modules in a scenario. Action modules can be added at the beginning, middle, or end of a scenario; scenarios can contain an unlimited number of action modules.
Zoho Sign presently offers one action module in Integromat.
Make an API Call - Performs an authorized custom API call to a specific endpoint in the Zoho Sign app
Steps to create a scenario
Creating a scenario requires NO coding knowledge and requires just a few minutes. You will be guided with sufficient information and tips in every step of the process.
- Click + Create a new scenario on your Integromat dashboard.
- Select the apps you want to connect and click Continue.
- Click on the empty module with a question mark in the scenario editor screen.
- Select the first app you want to add to the scenario.
- Select the module you would like to implement.
- In the case of a trigger module, select the app webhook to use and click OK.
In the case of an action module, select the app connection to use and click OK. - Click the lightning bolt icon in the smaller circle on the bottom left side of your module to set up the schedule for that particular module.
- Click the plus icon to the right of your module to add another module in the series.
- Select the next app you want to add to the scenario.
- Select the module you would like to implement.
- Select the app connection to use and configure the module with data from the bundle passed on by the first module and click OK.
- Click on the connection between the modules to set a filter condition, if required, then click OK.
- Your scenario is now set up.
- Click Run once from the bottom left of your scenario editor screen to test the scenario.
- Upon successful execution, a check mark will appear on a green bubble over all your modules to indicate that your scenario is ready.
- Switch your scenario ON using the toggle at the bottom-left of your scenario editor screen.
Steps to add a Zoho Sign connection
A connection is always required between Integromat and Zoho Sign to add Zoho Sign modules to your scenarios. Creating a connection authorizes Integromat to access your Zoho Sign account, fetch data, and perform operations on your behalf. Although this is typically a one-time process, there may be times when this authorization expires or is not sufficient and you will be prompted to reconnect Integromat to your Zoho Sign account or extend your permissions respectively. You can have more than one connection between Integromat and Zoho Sign.
- Click Add under Connection in the settings panel of your Zoho Sign module.
- Enter a name for your connection and click Continue.
- Review the permissions being granted to Integromat in the authorization pop-up and click Accept.
Steps to add a Zoho Sign webhook
A webhook is required for Integromat to fetch data using Zoho Sign trigger modules in real time. Creating a webhook itself uses a Zoho Sign connection. Therefore, please make sure you have added a Zoho Sign connection before trying to add a webhook. You can have more than one Zoho Sign webhook in your Integromat account.
- Click Add under Webhook in the settings panel of your Zoho Sign trigger module.
- Enter a name for your webhook and click Continue to extend permissions of your Zoho Sign connection to create a webhook.
- Review the permissions being granted to Integromat in the authorization pop-up and click Accept.
- Click Save.
Steps to send an API call using the Zoho Sign action module
The Zoho Sign action module in Integromat allows you send an authorized custom API call to a specific endpoint in the Zoho Sign app using the appropriate headers and data parameters. For detailed information on making API calls to Zoho Sign, visit our API documentation.
- Select the Make an API Call action module upon adding Zoho Sign to a scenario.
- Select the Zoho Sign connection to use.
- Add the endpoint path (URL), HTTP method, request headers, query strings, and the body of your API call, then click OK.
- Upon running the module, you can view the output under Bundle > Body > requests.
Don't have an Integromat account?
Sign up for a new one. It's free to use, and you can start building scenarios right away! Here are some pre-made scenarios using Zoho Sign to help you get started.
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