How to build a button which was created in CRM using CreateUsingTemplate functionality into an automated function?

How to build a button which was created in CRM using CreateUsingTemplate functionality into an automated function?

ScenarioI have created a button in my CRM, that uses the CreateUsingTemplate functionality. I need to build this into an automated function. Is it possible to use a CRM sendMail function to select my email content template and attach the record I have created in Sign for the customer to complete?
  1. The email templates in Zoho Sign can be customized in terms of design and HTML from our app's user interface. This can be achieved by creating a custom template by going to Settings > Admin > Email templates.
  2. These custom templates then will be applied across all the integrations when sending out documents for signatures. If not, a completely customized email in the HTML format can be passed into your Deluge code.
The implementation for this is as follows:
  1. In the createUsingTemplate task of your Deluge function, set the is_quicksend parameter to false. This creates a draft instead of sending the document out using the default email template.
  2. Use the submitRequest task to send the document out for signing. When passing the data for this task, you must add the mail_template key in the actions array for each action -> data > requests > actions > mail_template.
  3. Pass the customized email content in the HTML format into this parameter. The content must contain the tag $LINK_TO_SIGN$, which will be replaced by the signing link when the email is sent out. The tag can be in a button or hyperlinked in any other HTML element.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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 CRM Training
            Redefine the way you work
            with Zoho Workplace

              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 CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            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.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now










                                                                                                                            • Related Articles

                                                                                                                            • Using Zoho CRM email templates

                                                                                                                              An email template is a pre-formatted email layout that can be customized and reused whenever needed. The Zoho Sign extension for Zoho CRM comes with eight default Zoho Sign email templates that can be used while sending documents using the Send with ...
                                                                                                                            • How to use Zoho CRM functions as callbacks, using Webhooks in ZohoSign?

                                                                                                                              This can be done as follows: Visit Zoho CRM and click the Settings icon at the top-right corner. Click Functions under the Developer Space. Click the New Function button. Specify the Function Name and Display Name, select Standalone from the category ...
                                                                                                                            • Integrating Zoho Sign with Zoho CRM

                                                                                                                              Available in all data centers Zoho Sign offers its integration with Zoho CRM, our customer relationship management software. This integration helps to send, sign, and manage sales agreements, business contracts, and other documents directly from Zoho ...
                                                                                                                            • 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 ...
                                                                                                                            • Sending inventory templates in Zoho CRM

                                                                                                                              Zoho CRM provides inventory templates that help you send customized quotes, purchase orders, sales orders, and more. As part of the customization, you can use the drag-and-drop function to add fields, add a company logo, and even attach a signature ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources