Integrate Zoho Sign with Zoho Forms
Send information between Zoho Sign and Zoho Forms automatically, without writing any code, using Zoho Flow.
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Send Zoho Sign templates for new entries in Zoho Forms
Each time a new entry is submitted in Zoho Forms, the flow automatically sends a template via Zoho Sign. Easily request signatures from new clients without worrying about maintaining documents.
How it works
1. A new response is received in Zoho Forms.
2. Zoho Flow sends a template via Zoho Sign.
Send Zoho Sign templates for new entries in Zoho Forms
Zoho Forms + Zoho Sign
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Supported triggers and actions
Integrate Zoho Sign and Zoho Forms using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Document sent
Triggers when a document is sent
Document declined
Triggers when a document is declined
Folder created
Triggers when a new folder is created
Document expired
Triggers when a document has expired
Document recalled
Triggers when a document is recalled
Document viewed
Triggers when a document is viewed
Document forwarded
Triggers when a document is forwarded
Template created
Triggers when a new template is created
Document completed
Triggers when a document is completed
Document signed
Triggers when a document is signed
Entry submitted - New version
Triggers when a new entry is submitted in the selected form
Entry submitted - Old version
Triggers when a new entry is submitted in the selected form
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
Chnages the owner of the specified request
Update document
Updates the details of an existing document based on ID
Fetch document
Fetches the details of an existing document by 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
What is Zoho Sign?
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What is Zoho Forms?
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.
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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.
Learn more >We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
In other words, 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 the 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
