Sending documents for signatures from custom modules in Zoho CRM through Zoho Sign
The Zoho Sign extension for Zoho CRM provides users with the ability to also send documents for signatures from custom modules within Zoho CRM. To achieve this, users can create a custom button that functions similarly to the Send for Zoho Sign button found in the predefined integrated modules. By incorporating this custom button into their custom modules, users can easily initiate sign workflows and streamline the document signing process within their CRM system.
How to create a custom button in your desired custom module:
- Navigate to the desired custom module and open a record where you want to create the custom button.
- Click the More Actions (...) dropdown at the top right corner to reveal additional options.
- Select the Create Button option.
- Enter a name and description for the button. The name should be descriptive and help users understand the purpose of the button.
- In the Where would you like to place the button? dropdown, choose the View Page option. This determines where the button will be displayed within the module.
- In the same dropdown, select Invoke a URL. This option allows you to define a custom URL that will be triggered when the button is clicked.
- Construct your URL in the specified format and insert it into the URL field.
https://<Endpoint_URL_based_on_DC>/api/v1/integrations/zohocrm/homepage?module=<Module_API_Name>&record_id=<Record_ID_from_Fields_dropdown>&crmzgid=${Organization.Organization Id}&record_name=<Record_Name_from_Fields_dropdown>
For example, if your custom module is named "Employees," the URL might look like this:
https://sign.zoho.com/api/v1/integrations/zohocrm/homepage?module=Employees&record_id=${Employees.Employee Id}&record_name=${Employees.Employee Name}&crmzgid=${Organization.Organization Id}
The URL's endpoint must be changed according to your account's data center.
Data center | Endpoint URL |
US | |
IN | |
EU | |
CA | |
SA | |
JP | |
AU |
- Configure where the button action is performed and assign button view permissions to user profiles.
- Once you have finished configuring the button, click Save.
Creating a button to send documents for signatures from custom modules will not extend the Zoho Sign extension's behavior of attaching a copy of the signed documents back to the associated record. However, this can be achieved using custom functions triggered via workflows. Please write to support@zohosign.com for assistance and sample code if you have this requirement.