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 drop down menu, then click Create.
- Click the Edit Argument link on the top of the page, enter the Parameter Name as "crmAPIRequest", and select the Type as String in the drop-down.
- Click Save.
Note: Do not click Save and Execute.- After the function is saved, search for the function using the function's name. Click the ellipses next to the function name and select REST API.
- Enable the API Key option and copy the URL that is generated.
- Paste the URL in a notepad so that it can be used in Zoho Sign, then click the Save button.
- In Zoho Sign, you will need to enable a webhook to be called when documents are completed. In order to do this, open Zoho Sign -> Settings -> API Settings -> Create Webhook. Paste the URLs from the previous step.
- Select the actions you want from those listed for making the webhook calls, then click Save.
Note:
- This can only be done by Zoho CRM admin.
- After saving this function, you will need to make this webhook as an invokable URL. In order to do this, click on setting icon next to the function name and choose Rest API. In the dialog box that appears, turn on the API key option. Copy the generated unique URL and note it for later reference.
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