Integrate Zoho Sign with Bigin by Zoho CRM

Send information between Zoho Sign and Bigin by Zoho CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Zoho Sign and Bigin by Zoho CRM

Connect Zoho Sign and Bigin by Zoho CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Sign and Bigin by Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Folder created

Triggers when a new folder is created

Document declined

Triggers when a document is declined

Document sent

Triggers when a document is sent

Document completed

Triggers when a document is completed

Document signed

Triggers when a document is signed

Template created

Triggers when a new template is created

Document viewed

Triggers when a document is viewed

Document forwarded

Triggers when a document is forwarded

Document expired

Triggers when a document has expired

Document recalled

Triggers when a document is recalled

Call updated

Triggers when any detail of an existing call is updated

Event created

Triggers when a new event is created

Product created

Triggers when a new product is created

Contact created

Triggers when a new contact is created

Contact updated

Triggers when any detail of an existing contact is updated

Task created

Triggers when a new task is created

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Product updated

Triggers when any detail of an existing product is updated

Contact created or updated

Triggers when a new contact is created or updated

User added

Triggers when a new user is added

Note added

Triggers when a new note is added

Pipeline record stage updated

Triggers when the details of a pipeline record stage is updated

Company created

Triggers when a new company is created

Event updated

Triggers when any detail of an existing event is updated

Task updated

Triggers when any detail of an existing task is updated

Call created

Triggers when a new call is created

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Company updated

Triggers when any detail of an existing company is updated

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Pipeline record created

Triggers when a new pipeline record is created

Pipeline record stage updated to closed

Triggers when an existing pipeline record stage is updated to closed, won, or lost.

All Actions - Actions are the automated tasks

Send document

Populates a document based on a template and sends it to the specified recipients

Create folder

Creates a new folder

Send request by email

Sends a request to the specified email address

Draft document

Populates a document based on a template

Change request owner

Changes the owner of the specified request

Update document

Updates the details of an existing document based on ID

Fetch template

Fetches the details of an existing template by name or ID

Fetch recipient

Fetches the details of a document's recipient by email address

Fetch document

Fetches the details of an existing document by ID

Create or update company

Creates a new company or updates the details of the company if it already exists

Create call

Creates a new call

Add tag to record

Adds a tag to the specified record

Create or update pipeline record

Creates a new pipeline record or updates the details of the pipeline record if it already exists

Send email

Sends an email to the specified contact

Create event

Creates a new event

Create task

Creates a new task

Create user

Creates a new user

Create or update product

Creates a new product or updates the details of an existing product

Remove tag from record

Removes an existing tag from the specified record

Create tag

Creates a new tag in the selected module

Add note

Adds a note to the selected module

Create or update contact

Creates a new contact or updates the details of an existing contact

Update event

Updates the details of an existing event

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Add product to pipeline record

Adds a product to the selected pipeline record

Update company

Updates the details of an existing company

Update user

Updates the existing user

Update pipeline record

Updates the details of an existing pipeline record

Update product

Updates the details of an existing product

Update call

Updates the details of an existing call

Fetch event

Fetches the details of an existing event by title or ID

Fetch contact

Fetches the details of an existing contact by email address, name, or ID.

Fetch product

Fetches the details of an existing product by ID, name, or code

Fetch pipeline record

Fetches the details of an existing pipeline record by its name or ID

Fetch company

Fetches the details of an existing company by name or ID

Fetch task

Fetches the details of an existing task by name or ID

Fetch call

Fetches the details of an existing call by its ID or the contact ID

Fetch user

Fetches the details of an existing user by email address or ID

What is Zoho Sign?

Zoho Sign is digital signature software for business. You can send documents, receive notification about document status, and set reminders in accordance with the document expiry date.

Signature Zoho

What is Bigin by Zoho CRM?

Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

CRM Popular Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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