Integrate Zoho Sign with 750+ apps

Create business workflows for Zoho Sign without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Zoho Sign workflows

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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.
Use this flow
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Send Zoho Sign templates for new entries in Zoho Forms

Zoho Forms + Zoho Sign

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Send Zoho Sign templates for updated candidate records in Zoho Recruit.


Need to organize your recruitment process? This flow can help. Each time the status of a candidate record is updated in Zoho Recruit, the flow automatically sends a document, requesting the signature of the new employee.

How it works

1. A candidate record is updated in Zoho Recruit.
2. Zoho Flow sends a template via Zoho Sign.
Use this flow
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Send Zoho Sign templates for updated candidate records in Zoho Recruit.

Zoho Recruit + Zoho Sign

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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign


When a deal-related document you’ve sent is signed and sent back to you, the status of the deal needs to be updated. This flow updates the status of a selected deal in Zoho CRM when the document is completed in Zoho Sign.


How it works
1. A document is marked as complete in Zoho Sign.
2. Zoho Flow automatically updates the corresponding deal stage in Zoho CRM.
Use this flow
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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign

Zoho Sign + Zoho CRM

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Send Zoho Cliq messages for completed Zoho Sign documents


This flow sends you a message in Zoho Cliq every time a document is completed on Zoho Sign. This way, you can automatically get an update about each document that is completed.


How it works
1. A new document is completed on Zoho Sign.
2. Zoho Flow sends you a message on Zoho Cliq.


Use this flow
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Send Zoho Cliq messages for completed Zoho Sign documents

Zoho Sign + Zoho Cliq

Build your own Zoho Sign integrations

Connect Zoho Sign with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Zoho Sign workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Document completed

Triggers when a document is completed

Document forwarded

Triggers when a document is forwarded

Document expired

Triggers when a document has expired

Template created

Triggers when a new template is created

Document viewed

Triggers when a document is viewed

Document recalled

Triggers when a document is recalled

Document declined

Triggers when a document is declined

Folder created

Triggers when a new folder is created

Document signed

Triggers when a document is signed

Document sent

Triggers when a document is sent

All Actions - Actions are the automated tasks

Create folder

Creates a new folder

Send request by email

Sends a request to the specified email address

Send document

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

Draft document

Populates a document based on a template

Update document

Updates the details of an existing document based on ID

Change request owner

Chnages the owner of the specified request

Fetch recipient

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

Fetch document

Fetches the details of an existing document by ID

Fetch template

Fetches the details of an existing template by name 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

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.

Learn more >

Logic

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

Learn more >

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

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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