Zoho Sign integration on Zapier
Zapier actions available only in Enterprise/API plan - consumes Zoho Sign credits
Zoho Sign is now available for use inside the popular and powerful integration platform Zapier. This allows you to connect Zoho Sign with 1500+ external web applications to generate documents, collect signatures, and do much more using automated workflows.
The primary advantage of using a digital signature application like Zoho Sign is that you can massively reduce the paperwork processing time and associated administrative costs by going paperless with e-signatures and digital sign workflows. However, whenever a piece of paperwork is completed or needs to be initiated, there are other engagements that precede this or serve as follow-ups that complete the business operations cycle. Be it sending an email, setting up a task for your agents, getting additional documents signed, creating bookkeeping records, or processing payment, all of these require manual intervention.
With Zoho Sign + Zapier, you can easily build zaps that help you automate these tasks by connecting your digital applications. This can, therefore, reduce your overall business processing time and boost your productivity.
Prerequisites
- A valid Zapier account
- A valid Zoho Sign account
- Zaps that send documents for signature require Enterprise or API plan with Zoho Sign credits - Zoho Sign credits can be be purchased as add-ons and each document signature request sent out consumes Zoho Sign credits.- Zaps that utilise Zoho Sign triggers work across all plans including the Free edition.
What’s a Zap?
A zap is an integration, or a workflow, created using Zapier between two or more applications that automates a series of actions (tasks or functions) based on conditions known as triggers. Zaps can be set up in minutes with no coding, and they can automate your day-to-day tasks by building workflows between apps that otherwise wouldn't be possible.
For example: An integration where whenever a new lead gets added to your CRM, it triggers a document to be sent to them for signature from Zoho Sign.
What’s a trigger?
A trigger is an event-based condition that, when satisfied, carries out one or more actions. When creating a zap in Zapier, you must set a trigger condition by picking one from the list of trigger events supported by the chosen application. Each trigger, when satisfied, also passes information associated with that particular event onto Zapier to use in the follow-up action.
Zoho Sign presently supports five triggers in Zapier based on the interactions a document has had it with its recipients.
- Document Declined - Triggered when a document signature request is declined by a signatory.
- Document Completed - Triggered when a document sent for signature is completed i.e. has been signed by all the signatories and approved by all approving authorities.
- Document Signed - Triggered when a document sent for signature has been signed by one of the signatories involved.
- Document Expired - Triggered when a document signature request has expired.
- Document Recalled - Triggered when a document sent for signature has been recalled by its owner.
Thus, you can establish follow-up actions within other applications when one of these events take place in your Zoho Sign account.
What are actions?
Actions are tasks or functions carried out by the other application(s) in a zap by when the trigger condition is satisfied. It is mandatory to have at least one follow-up action to a trigger in a zap, although there can be more spanning multiple applications. The information obtained by Zapier from the trigger application is sent to be used in the action application.
Zoho Sign presently supports one action that can be carried out using a Zapier zap.
Send Template - Sends out a pre-filled document template for signature.
To use this action, you must already have templates present in your Zoho Sign account. In order to pre-fill a template with information obtained from the trigger application, it must contain fields under the 'Prefill by you' section. For more information on template management, visit our help documentation.
Steps to create a zap
Creating a zap requires NO coding knowledge and you'll be walked step-by-step through the setup.
- Authorize Zapier to access Zoho Sign and the other application(s) you'd like to build zaps with.
- Click Make a Zap! on your Zapier dashboard and select two or more applications to connect—at least one of which is Zoho Sign—using a trigger condition that is followed by the action(s).
- Configure the trigger - choose the trigger app and event. Test the trigger for sample data. If the trigger application is Zoho Sign, choose the trigger event.
- Configure the action(s) - choose the action app(s) and the action(s) while passing on any information obtained from the trigger app. Test the action(s) for sample data. If the action application is Zoho Sign, choose the action to be performed.
- Name the zap and switch it on.
Steps to authorize Zapier to access Zoho Sign
To start creating zaps with your favorite apps using Zoho Sign’s predefined triggers and actions, you need to authorize Zapier to access your Zoho Sign account.
- Log in to your Zapier account or create a new account.
- Click My Apps on the top navigation menu bar.
- Click the Connect a new account... dropdown.
- Search for Zoho Sign and select the application from the dropdown.
- Enter your Zoho credentials in the Zoho Accounts login page that pops up and sign in to your account.
- Click Accept to grant Zapier access to your Zoho Sign account to fetch data and perform other tasks.
- Once that's done your Zoho Sign account will be added to your Connected Accounts section and you can test it to check if it's properly connected.
- If the connection has been successfully added, you can start creating an automation!
Need inspiration? See everything that's possible with Zoho Sign + Zapier. If you run into any trouble while setting up your zaps or have any queries, you can write to contact@zapier.com for Zapier Support.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Zoho Sign integration with Pipedrive
Available only in Enterprise edition and in US data center Zoho Sign now integrates with Pipedrive, customer relationship management software that helps small and medium businesses to manage their sales pipeline. This integration can help sales team ...Zoho Sign integration with Zendesk Sell
Available only in Enterprise edition and in US data center Zoho Sign now readily integrates with Zendesk Sell, a customer relationship management solution that helps the sales team of all sizes and types to maximize productivity and boost revenue. ...Zoho Sign credits
What are Zoho Sign credits and what are they used for? Zoho Sign credits are a prepaid add-on that requires an additional purchase on top of the subscription cost of the Zoho Sign general licensing plans. Zoho Sign credits are consumed when users in ...Accessing Zoho Sign from Zoho PeoplePlus
This page lists the actions supported via Zoho Sign in the Zoho PeoplePlus bundle. This includes both the actions supported via native integrations between Zoho Sign and the products in the bundle and the actions accessible directly from the Zoho ...Creating a Zoho Sign account
If you are a new Zoho user, you have to create a Zoho account to access Zoho Sign and Zoho's other services. Creating a Zoho Account Go to Zoho Homepage and click Sign up to create an account with your email or using your Google, LinkedIn, or ...
New to Zoho LandingPage?
Zoho LandingPage Resources