Any way to automate mail merge and zoho sign using workflow
Hi I know that within a CRM I can specify to merge document from deal and then send it off for signatures using Zoho Sign manually. Is there a custom function or any way that I can automate creating the mail merged document and sending for signature with one workflow/step? I would like to be able to automate this as much as possible. I know that there are custom functions to merge and download document and merge and email document, but I haven't seen any custom function that would allow me to "merge and send for signature." Any help would be greatly appreciated.
Topic Participants
Mikhail Koval
Naveen H
nick
Rajkiran RV
Sticky Posts
Free webinar: E-signature legality in Latin America
Saludos! Are you wondering if e-signatures are legally valid to use for your business documents in Latin America? We've got your answers! Join us on Thursday, November 21 for an exclusive webinar, where we'll dive into the legality of electronic signaturesFree webinar: Processing transactional paperwork with ease using Zoho Sign and Zoho Finance apps
Hello everyone, Did you know you can securely send, sign, and manage your financial documents directly within Zoho Finance applications? Zoho Sign seamlessly integrates with Zoho Books, Zoho Invoice, Zoho Inventory, Zoho Checkout, Zoho Billing, and ZohoZoho Sign: Product updates - Mid - 2024
Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again beenExplore the legality of electronic signatures worldwide with Zoho Sign
Hello, everyone! We are pleased to announce our new initiative exploring the legality of electronic signatures around the globe in detail. As more businesses go digital, understanding the legal requirements for e-signatures across different jurisdictions