How do I set up a callback function in CRM to add Zoho Sign document details?

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 to add Zoho Sign document details?

  1. When documents are sent for signature from CRM using Zoho Sign's extension, the documents will be updated in CRM. However, in other instances such as automation and workflow, this will not be done.
  2. You need to create a custom callback function, which can be done by following these steps. 
Paste the following code:

  1. crmAPIRequestMap = crmAPIRequest.toMap();
  2. request_body = crmAPIRequestMap.get("body");
  3. info request_body;
  4. requestMap = request_body.toMap();
  5. response = Map();
  6. response.put("status_code",200);
  7. response.put("Content-Type","application/json");
  8. hasRequests = requestMap.containKey("requests");
  9. if(requestMap.containKey("requests") && requestMap.containKey("notifications"))
  10. {
  11. notificationMap = requestMap.get("notifications").toMap();
  12. requestStr = requestMap.get("requests");
  13. requestObj = requestStr.toMap();
  14. response.put("body",{"what we got":requestObj,"notification":notificationMap});
  15. if(requestObj.containKey("request_status") && notificationMap.containKey("operation_type"))
  16. {
  17. operationType = notificationMap.get("operation_type");
  18. //if(requestObj.get("request_status").equals("completed"))
  19. if(operationType.equals("RequestCompleted") || operationType.equals("RequestSigningSuccess") || operationType.equals("RequestRecalled") || operationType.equals("RequestRejected") || operationType.equals("RequestExpired"))
  20. {
  21. requestStatus = "Out for Signature";
  22. if(operationType.equals("RequestCompleted"))
  23. {
  24. requestStatus = "Signed";
  25. }
  26. else if(operationType.equals("RequestRecalled"))
  27. {
  28. requestStatus = "Recalled";
  29. }
  30. else if(operationType.equals("RequestRejected"))
  31. {
  32. requestStatus = "Declined";
  33. }
  34. else if(operationType.equals("RequestExpired"))
  35. {
  36. requestStatus = "Expired";
  37. }
  38. requestId = requestObj.get("request_id");
  39. //Check if already exists
  40. zsignrecord = zoho.crm.searchRecords("zohosign__ZohoSign_Documents","(zohosign__ZohoSign_Document_ID:equals:" + requestId + ")");
  41. if(zsignrecord.size() > 0 && zsignrecord.get(0).containKey("zohosign__DeleteEdit_Preview_or_Position_Signature_Fields"))
  42. {
  43. info "Record already present";
  44. response.put("body",{"message":"Record already present, updating"});
  45. if(zsignrecord.get(0).get("zohosign__DeleteEdit_Preview_or_Position_Signature_Fields") == false)
  46. {
  47. //Needs to be updated
  48. zsrecordId = zsignrecord.get(0).get("id");
  49. recordInfo = {"zohosign__Document_Status":requestStatus};
  50. resp = zoho.crm.createRecord("zohosign__ZohoSign_Documents",zsrecordId,recordInfo);
  51. if(resp.containKey("id"))
  52. {
  53. response.put("body",{"message":"Updated record"});
  54. }
  55. }
  56. else
  57. {
  58. return {"crmAPIResponse":response};
  59. }
  60. }
  61. else
  62. {
  63. response.put("body",{"request_id":requestId});
  64. associatedModule = "Contacts";
  65. associatedModuleKey = "zohosign__Contact";
  66. actions = requestObj.get("actions");
  67. email = actions.get(0).get("recipient_email");
  68. records = zoho.crm.searchRecords("Contacts","(Email:equals:" + email + ")");
  69. if(records.size() <= 0)
  70. {
  71. records = zoho.crm.searchRecords("Leads","(Email:equals:" + email + ")");
  72. if(records.size() > 0)
  73. {
  74. associatedModule = "Leads";
  75. associatedModuleKey = "zohosign__Lead";
  76. }
  77. }
  78. if(records.size() > 0)
  79. {
  80. info "Record found";
  81. leadid = records.get(0).get("id");
  82. recordInfo = {"Name":requestObj.get("request_name"),associatedModuleKey:leadid,"zohosign__Document_Status":requestStatus,"zohosign__ZohoSign_Document_ID":requestId,"zohosign__Date_Completed":today,"zohosign__Module_Name":associatedModule,"zohosign__Module_Record_ID":leadid};
  83. //Create ZohoSign Record in CRM
  84. resp = zoho.crm.createRecord("zohosign__ZohoSign_Documents",recordInfo);
  85. if(resp.containKey("id"))
  86. {
  87. zsDocId = resp.get("id");
  88. respDoc = zoho.sign.downloadDocument(requestId);
  89. zoho.crm.attachFile("zohosign__ZohoSign_Documents",zsDocId,respDoc);
  90. response.put("body",{"attached to record":zsDocId});
  91. //Create zoho sign recipients record for all recipients
  92. for each  action in actions
  93. {
  94. recpStatus = "Waiting for Signature";
  95. if(action.get("action_status").equals("SIGNED"))
  96. {
  97. recpStatus = "Signed";
  98. }
  99. else if(action.get("action_status").equals("DECLINED"))
  100. {
  101. recpStatus = "Cancelled";
  102. }
  103. recpRecordInfo = {"Name":action.get("recipient_name"),"zohosign__Email":action.get("recipient_email"),"zohosign__ZohoSign_Document":zsDocId,"zohosign__Recipient_Order":action.get("signing_order"),"zohosign__Recipient_Type":action.get("action_type"),"zohosign__Recipient_Status":recpStatus};
  104. zoho.crm.createRecord("zohosign__ZohoSign_Recipients",recpRecordInfo);
  105. }
  106. }
  107. else
  108. {
  109. response.put("body",{"error":resp});
  110. }
  111. }
  112. }
  113. }
  114. else
  115. {
  116. response.put("body",{"not completed":requestObj});
  117. }
  118. }
  119. else
  120. {
  121. response.put("body",{"no request status":requestObj});
  122. }
  123. }
  124. else
  125. {
  126. info "Error";
  127. response.put("body",{"error":"No requests key"});
  128. }
  129. return {"crmAPIResponse":response}

      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 FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              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
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure 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


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                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

                                                                                                                        • 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 ...
                                                                                                                        • 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 ...
                                                                                                                        • 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 ...
                                                                                                                        • 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 ...
                                                                                                                          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