Prerequisites

1. An active Zoho Flow account.
2. An active Zoho Sign account.
3. Flows that only use triggers work across all plans, including the free edition, while flows that use actions require the Standard Plan or higher.
4. Actions involving document submission in Zoho Sign are accessible from the Professional plan and above.

A trigger is an occurrence that initiates the flow. Zoho Flow offers three types of triggers: app-based, schedule-based, and webhook-based.



Zoho Sign currently supports ten app-based triggers in Zoho Flow:

Creating a flow

1. Log in to your Zoho Flow account, or create a new account if you don't have an existing Zoho Flow account.
   
   
   
   
2. Click My Flows in the left navigation panel.
3. Click the CREATE FLOW button.
   
   
   
   
4. Enter the flow name and description, then click the CREATE button.
   
   
   
   
5. Choose the app-based trigger option by clicking the CONFIGURE button.
   
   
   
   
6. Choose Zoho Sign in the App Trigger pane, then click the NEXT button.
   
   
   
   
7. Choose a Zoho Sign trigger from the list of triggers available, then click the NEXT button.
   
   
   
   
8. Choose a connection. If you have already connected your Zoho Sign account with your Zoho Flow account, enter the variable name, then click the NEXT button.
   
   
   
   
9. Otherwise, click on  New button to connect your Zoho Sign account with your Zoho Flow account.
10. Enter the connection name.
11. You can allow the connection to execute All triggers and actions or Only specific triggers and actions, by choosing what you prefer.
12. Click the AUTHORIZE button to proceed.
    
    
    
    
13. A pop-up will appear asking you to grant permission to Zoho Flow to access your Zoho account data. Click Accept to do so.
    
    
    
    
14. The connection you just created will be selected by default, change the variable name if you want, then click DONE.
    
    
    
    
15. You will now be taken to the builder, where you can create your workflow.
    
    
    
    
16. Drag and drop your preferred actions from other apps that you want to integrate in the flow.
    
    
    
    
17. Every time you add an action to the flow, you will be required to create/add a connection, and fill in the necessary fields to configure the action.
    
    
    
    
    
    
18. Switch on your flow using the toggle switch in the top-right corner of the screen, once you've completed creating the flow. You can access and manage the flows you created in My Flows.