Connect Exly and Zoho Sign to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Exly with Zoho Sign - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Booking Recieved Trigger" from Exly.

Add your action

An action happens after the trigger—such as "Get Document Files" in Zoho Sign.

You’re connected!

Zapier seamlessly connects Exly and Zoho Sign, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Booking Recieved Trigger
Trigger is implemented when a booking is received in exly system.
Trigger
Polling
Try It
Refunds Trigger
Trigger is implemented when we receive refunds webhook in exly system.
Trigger
Polling
Try It
- User Email
  Required
- User Full Name
  Required
- Lead's Phone number
- Country Code
- Lead Status
- Lead Remarks
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Content
- UTM Term
- Reason of contact
Action
Write
Document Declined
Triggers when an envelope or document is declined.
Trigger
Instant
Try It
Document Recalled
Triggers when an envelope or document is recalled.
Trigger
Instant
Try It

- Request Id
  Required
- Certificate of completion
Action
Write
- Request Id
  Required
Action
Write

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.
Action
Write

Lead Captured Trigger
This trigger will be updated whenever there is new lead captured on exly
Trigger
Polling
Try It
- Listing
  Required
- Full Name
  Required
- Customer Email
  Required
- Customer Phone
  Required
- Customer Country Code
  Required
- Customer Timezone
  Required
- Currency
  Required
- Payment Amount
  Required
Action
Write
Document Completed
Triggers when an envelope or document is completed i.e. signed and approved by all recipients.
Trigger
Instant
Try It
Document Expired
Triggers when an envelope or document expires.
Trigger
Instant
Try It
Document Signed
Triggers when an envelope or document is signed or approved by a recipient.
Trigger
Instant
Try It
- Request ID
  Required
Action
Write
Send Template
Send a template for signing.
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Exly and Zoho Sign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Exly to Zoho Sign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Exly

An all-in-one solution built to help enterprises run businesses & manage their community using our sales and marketing suite and robust CRM.

HelpHelp

Related categories

eCommerce

About Zoho Sign

Zoho Sign is a complete digital signature app for generating and managing legally binding business documents using automated workflows.

Learn moreLearn moreHelpHelp