Integrate Zoho Sign with Zoho Marketing Automation
Send information between Zoho Sign and Zoho Marketing Automation automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Sign and Zoho Marketing Automation using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Document declined
Triggers when a document is declined
Document sent
Triggers when a document is sent
Document completed
Triggers when a document is completed
Folder created
Triggers when a new folder is created
Document forwarded
Triggers when a document is forwarded
Document expired
Triggers when a document has expired
Document recalled
Triggers when a document is recalled
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
Lead added to list
Triggers when a lead is added to the selected list
Lead removed from list
Triggers when a lead is removed from the selected list
All Actions - Actions are the automated tasks
Create folder
Creates a new folder
Send document
Populates a document based on a template and sends it to the specified recipients
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 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
Add lead score
Adds lead score for the specified email address
Tag lead
Adds the specified tag to a lead
Send email campaign
Sends an existing email campaign
Create lead tag
Creates a new lead tag
Add lead to journey
Adds the specified lead to a journey
Clone campaign
Clones an existing campaign
Create or update lead
Creates a new lead or updates the details of an existing lead
Create list
Creates a new list
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Untag lead
Removes the specified tag from a lead
Unsubscribe lead
Removes a lead from the selected list
Update list
Updates the details of an existing list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
What is Zoho Sign?
Similar apps
What is Zoho Marketing Automation?
Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.
Similar apps
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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
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
