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Zoho Sign can be integrated with n8n, an open-source workflow automation platform, allowing you to connect your signing workflows with hundreds of other applications.

With this integration, you can automate repetitive tasks like sending documents for signature, tracking their status, and managing completed agreements, all without manual intervention.

Some use cases:

• Automatically send documents for signature when a deal is created in your CRM

• Trigger follow-up actions when a configured event happens

• Build end-to-end onboarding or approval workflows across multiple apps
  

Zoho Sign's integration with n8n works by using triggers and actions inside n8n workflows.

• Triggers: Events like document completion or status updates

• Actions: Tasks like sending a document for signature
  

You can visually build workflows in n8n that connect Zoho Sign with other tools in your tech stack.

Prerequisites

• A valid Zoho Sign account (Enterprise or API plan)

• Adequate Zoho Sign credits (5 Zoho Sign credits will be consumed/envelope)

• An n8n account

How to configure Zoho Sign in n8n

1. From the n8n dashboard, click Create workflow.
   
   
   
   

2. From the top-right corner, click the + icon.
   
   
   
   

3. Search for the Zoho Sign Trigger node and click Install node.
   
   
   
   

4. Under Actions, click Get.

5. In the pop-up window that appears, under Parameters section, click Set up credential.

6. Copy the OAuth Redirect URL.

7. Open api-console.zoho.com and click ADD CLIENT.

8. Click Server-based Applications.

9. Write the Client Name, Homepage URl and paste the OAuth Redirect URL in the Authorized Redirect URLs.

10. Click CREATE. The client ID will be generated.

11. Go to Client Secret and copy the Client ID and Client Secret and paste it in the n8n pop-up window.

12. Click Save, then click Connect my account.

13. On the new pop-up window that appears, check the box and click Accept to allow n8n to access your Zoho Sign account information.

14. Your n8n account is now configured with Zoho Sign.  
    
    
    
    

Use case:
A business collects vendor details through an online form. When a vendor submits the registration form, the workflow automatically sends a vendor agreement for signature and processes the completed document.

To do this using Zoho Sign's integration with n8n:

1. From the n8n dashboard, click Create workflow.
   
   
   
   

2. From the top right corner, click the + icon.
   
   
   
   

3. Click On form submission. Enter the form title, description and configure form elements such as Vendor name, Email address, Service type etc.
   

4. Click Test this trigger to test if the form is configured correctly.
   
   
   
   

5. From the top right corner, click the + icon.

6. Under Template actions, click Get. Copy and paste the template ID of the Vendor agreement template from Zoho Sign's list of templates.

7. Click Execute workflow to see if the triggers and actions work well.
   

8. Now click Send For Signatures under Template actions.

9. Under Select Template, click By ID from the dropdown and enter the Template ID, or drag and drop the ID from the Schema.

10. Similarly, drag and drop the recipient name (Vendor name) and recipient email (Email Address) from the On form Submission action dropdown.

11. Click Submit under Document actions and select Template under Resource.

12. Drag and drop the Template ID and click Execute step to see if the triggers and actions work well.

13. From the top-right corner of your workflow page, click Publish.

14. Copy the production URL of your vendor registration form and paste it anywhere.
    
    
    
    

Now, whenever the customer fills in and submits the form, the workflow will be triggered.

You can also include an AI bot in the workflow to recognise and trigger a set of workflows when a certain action is being performed.