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}

    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










                                    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

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              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 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 ...
                                                                                                      • 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 ...
                                                                                                      • Accessing Zoho Sign from Zoho PeoplePlus

                                                                                                        This page lists the actions supported via Zoho Sign in the Zoho PeoplePlus bundle. This includes both the actions supported via native integrations between Zoho Sign and the products in the bundle and the actions accessible directly from the Zoho ...
                                                                                                      • How to set up a workflow to retain the association between a lead and a Zoho Sign Document?

                                                                                                        Scenario: Can I set up a workflow to retain the association between a lead and a Zoho Sign Document after the lead is converted to a Contact or Account? If you are using the Zoho Sign extension in CRM, when a lead is converted to a Contact/Account, ...
                                                                                                        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