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 details that is triggered by the Zoho Sign webhook?
- Custom Modules allow the user to send customized attachments (completion certificate, signed copy of the document) as per the user's requirement.
- When you have sent documents to sign using Automation/Workflows. These docs will only be available in Zoho Sign but will not be updated back in crm. Once you have setup this code, this will help you to create/update Zoho Sign docs entry in CRM.
- You can view the set up function by clicking here.
Paste the code that is given below.
Note: In this example code, the Custom Module name is "Commercial_Terms". Use the replaced module name when using the code.
- crmAPIRequestMap = crmAPIRequest.toMap();
- //crmAPIRequest is the parameter passed to this function
- request_body = crmAPIRequestMap.get("body");
- info request_body;
- requestMap = request_body.toMap();
- response = Map();
- response.put("status_code",200);
- response.put("Content-Type","application/json");
- hasRequests = requestMap.containKey("requests");
- if(requestMap.containKey("requests"))
- {
- requestStr = requestMap.get("requests");
- requestObj = requestStr.toMap();
- notificationObj = requestMap.get("notifications").toMap();
- response.put("body",{"what we got":requestObj});
- if(requestObj.containKey("request_status"))
- {
- reqStatus = requestObj.get("request_status");
- requestId = requestObj.get("request_id");
- response.put("body",{"request_id":requestId});
- info "Record found";
- document_ids = requestObj.get("document_ids");
- records = zoho.crm.searchRecords("Commercial_Terms","(Sign_Request_Id:equals:" + requestId + ")");
- if(records.size() > 0 && reqStatus.equals("completed") && notificationObj.get("operation_type").equals("RequestCompleted"))
- {
- info "Record found";
- leadid = records.get(0).get("id");
- for each document in document_ids
- {
- document_id = document.get("document_id");
- //Signed Document Download
- fileResponse = invokeurl
- [
- url :"https://sign.zoho.com/api/v1/requests/" + requestId + "/documents/" + document_id + "/pdf"
- type :GET
- connection:"Zoho Sign"
- ];
- docName = fileResponse.getFileName();
- fileResponse.setFileName(docName);
- zoho.crm.attachFile("Commercial_Terms",leadid,fileResponse);
- }
- //Completion Certificate Download
- fileResponse2 = invokeurl
- [
- url :"https://sign.zoho.com/api/v1/requests/" + requestId + "/completioncertificate"
- type :GET
- connection:"Zoho Sign"
- ];
- // Attaching the documents to the Custom Module
- zoho.crm.attachFile("Commercial_Terms",leadid,fileResponse2);
- response.put("body",{"attached to record":leadid});
- }
- }
- else
- {
- response.put("body",{"no request status":requestObj});
- }
- }
- else
- {
- info "Error";
- response.put("body",{"error":"No requests key"});
- }
- return {"crmAPIResponse":response};
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 ...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 ...Integrating Zoho Sign with Zoho People
Available in all Data Centers. From onboarding documents to exit letters, the HR department handles tons of employee and company information. Most of these documents will require signatures from the employees, after which they need to be returned and ...Zoho Sign integration with Pipedrive
Available only in Enterprise edition 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 to directly send ...Creating Templates in Zoho People
Available in all data centers. Administrators and template owners can create and send templates directly from Zoho People, or you can create and import templates from your Zoho Sign account. Creating templates in your Zoho People account From your ...
New to Zoho LandingPage?
Zoho LandingPage Resources