Can you send a Zoho Sign Document through a workflow
Hi,
I am looking to automate a process of getting clients signed up asap. I have set everything up in a Zoho sign template and it works by pressing the "sign with Zoho sign" on the deal record.
I am looking to find out that when a deal hits a specific pipeline stage say "Accepted" that i can send a zoho sign document to that client without actioning anything and its done automatically through a workflow.
Is this possible? and if not is there a potential workaround.
Thanks
Jon
Topic Participants
Jonathon Budge
Bhoomi Joshi
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