CSV -> Zoho Sign via Zoho Flow
I have an old and antiquated admin system that currently spits out a PDF application/contract that I upload in to Zoho Sign. Users then manually add signatures etc. and send it out.
I want the applicant to be able to edit their personal info, rather than it being fixed. I have created my template and my admin system can now spit out a CSV with all data I need for populating the template.
Unfortunately, Zoho Sign doesn't have a way to import the data in to a template, so I thought Flow might be a good workaround.
Tried Excel and Sheet as triggers, but due to various limitations (such as where the file must be located), neither are adequate.
Thought Creator might be another option - once a new entry is created, links to Sign via Flow and populates the data. This works great if I manually complete the form. If I use the "Import Data" menu option however, Flow doesn't recognise this as a new entry.
Does anyone have a better way that I can do this?
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