How to add attachments alone to the contact from which the document was sent?
Scenario: I send the documents to Zoho Sign using the 'Send with Zoho Sign' button on the Contacts view page. Once the document is sent for signing, the document details and the attachments are added to the 'Zoho Sign Documents' module. I want the attachments alone to be added to the contact from which the document was sent. Can I do this using a workflow in CRM?
This code will attach the signed document to the record from which it was triggered. For example if you have sent from record 'A' in module 'XYZ', then the signed document will be added to this record 'A'.
- Open ZohoCRM page, then navigate to Setup -> Customization -> Workflow rules. Create a new Workflow for the Zoho Sign Documents module.
- 'On a record action' -> 'Edit'
- Click the checkbox for Repeat this workflow whenever a Zoho Sign documents is edited.
- Select 'Specific field(s) gets modified'
- When 'Document Status' is modified to 'the value' as Signed.
- For the condition'Which Zoho Sign documents would you like to apply the rule to?', select the value as All Zoho Sign Documents.
-->Click Next.
-->In the list of action, select function - Select the value Create your own function.
- Name the function and create it.
- Edit the arguments in the function.
- Add the key name as 'requestId', in the value type in # and select 'Zoho Sign Documents' module with fields as 'Zoho Sign Document Id'.
- Use the below code in the function and replace your Zoho Sign connection name.
- For Creating connection -> Go to Setup -> Developer Space -> Connections -> Create new Connection -> Select 'Zoho OAuth' -> give connection name here -> Use the same 'Connection Link Name' in the function.
- Select the following scopes --> Zoho Sign.account.ALL, Zoho Sign.documents.ALL, Zoho Sign.setup.READ, Zoho Sign.templates.ALL
- Click Create and Connect.
- Save the function and the workflow rules.
- response = invokeurl
- [
- url :"https://sign.zoho.com/api/v1/requests/" + requestId
- type :GET
- connection:"Use Connection Name here"
- ];
- requestObj = response.get("requests");
- info requestObj;
- if(requestObj.containKey("request_status"))
- {
- reqStatus = requestObj.get("request_status");
- info reqStatus;
- if(reqStatus.equals("completed") || reqStatus.equals("expired") || reqStatus.equals("declined") || reqStatus.equals("recalled"))
- {
- requestId = requestObj.get("request_id");
- actions = requestObj.get("actions");
- document_ids = requestObj.get("document_ids");
- email = "";
- order = 1000;
- for each action in actions
- {
- if(action.get("action_type").equals("SIGN") && action.get("signing_order") < order)
- {
- order = action.get("signing_order");
- email = action.get("recipient_email");
- records = zoho.crm.searchRecords("Custom_Module_Name","(Email:equals:" + email + ")");
- if(records.size() > 0)
- {
- leadid = records.get(0).get("id");
- for each document in document_ids
- {
- document_id = document.get("document_id");
- fileResponse = invokeurl
- [
- url :"https://sign.zoho.com/api/v1/requests/" + requestId + "/documents/" + document_id + "/pdf"
- type :GET
- connection:"Use Connection Name here"
- ];
- zoho.crm.attachFile("Custom_Module_Name",leadid,fileResponse);
- }
- fileResponse = invokeurl
- [
- url :"https://sign.zoho.com/api/v1/requests/" + requestId + "/completioncertificate"
- type :GET
- connection:"Use Connection Name here"
- ];
- zoho.crm.attachFile("Custom_Module_Name",leadid,fileResponse);
- }
- }
- break;
- }
- }
- }
Access your files securely from anywhere
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:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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
How do I set up a callback function in CRM to add Zoho Sign document details?
Scenario: I have set up an automation in ZohoCRM to send documents to Zoho Sign. Each time I want to view the documents, I need to view them at Zoho Sign. It is difficult to view the document status this way. Can I set up a callback function in CRM ...Document ID
You can choose to include a unique Document ID in your documents that were sent out for signatures, if required. How to insert Document ID in documents Click Settings in the left navigation panel. Choose Account settings. Choose Sending options from ...Document completion
Once the document signature process has been completed, the sender can control who will receive email notifications with a signed copy and certificate of completion. How to control who receives email notifications upon document completion Click ...How to change the ownership of the document to an admin, irrespective of who sent the document?
Scenario: I have set up a workflow/automation in CRM to send documents to Zoho Sign. When the document is sent, the user who triggers the workflow will eventually be the owner of the document. I want to change the owner of the document to an admin, ...How to set up a callback function in CRM to add Zoho Sign document details that is triggered by the Zoho Sign webhook?
Scenario: Within a Custom module in ZohoCRM, I have set up an automation to send documents to Zoho Sign. Each time I want to view the documents, I need to view them at Zoho Sign. Can I set up a callback function in CRM to add Zoho Sign document ...
New to Zoho LandingPage?
Zoho LandingPage Resources