Zoho Sign and Salesflare
How to connect Zoho Sign
- Via Zapier — 10 operations available. Set it up ↗
- Via Make — 13 modules available. Set it up ↗
About Zoho Sign
Zoho Sign is a complete digital signature app for generating and managing legally binding business documents using automated workflows.
Zoho Sign operations on Zapier
Triggers (5)
Start a workflow when this happens
- Document Completed — Triggers when an envelope or document is completed i.e. signed and approved by all recipients.
- Document Declined — Triggers when an envelope or document is declined.
- Document Expired — Triggers when an envelope or document expires.
- Document Recalled — Triggers when an envelope or document is recalled.
- Document Signed — Triggers when an envelope or document is signed or approved by a recipient.
Actions (5)
Things Salesflare can make it do
- Get Document Details — Get details of a particular envelope or document.
- Get Document Files — Gets the document files in the PDF or ZIP format.
- Get Document Form Data — Retrieves the field data filled by signers from a particular envelope or document.
- Send Template — Send a template for signing.
- Send Template (For Testing Purpose) — Send a template for signing for testing purposes (up to 50 envelopes a month). The envelopes sent using this action will not consume any Zoho Sign credits and the documents will be watermarked with the 'For testing purpose only' note.
Zoho Sign operations on Make
Triggers (8)
Start a workflow when this happens
- Watch Document Assigned to Somebody Else — Triggers when a document has been assigned to someone else by a recipient.
- Watch Document Completed — Triggers when a document has been completed by all recipients.
- Watch Document Declined — Triggers when a document has been declined by a recipient.
- Watch Document Expired — Triggers when a document sent to a recipient has expired.
- Watch Document Recalled — Triggers when a document sent using Zoho Sign has been recalled.
Show 3 more triggers
- Watch Document Sent — Triggers when a new document has been sent in Zoho Sign
- Watch Document Signed — Triggers when a document has been signed by a recipient.
- Watch Document Viewed — Triggers when document has been viewed by recipient.
Actions (5)
Things Salesflare can make it do
- Download Document — Downloads a Zoho Sign document
- Get Document Details — Gets the details of a document
- Get Document Field Data — Gets the details of the document filled by signers.
- Make an API Call — Performs an arbitrary authorized API call.
- Send a Document — Sends out a document for signature from recipients as specified. Uploaded file must contain fields specified as text tags.
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