SignNow + Zoho CRM Integrations

How to connect SignNow + Zoho CRM

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Supported triggers and actions

What does this mean?

- Template
  Select a template for the trigger to fire on. If none selected, trigger will fire on all completed documents.
- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail.
- Return ZIPRequired
  Returns a link to ZIP archive that contains PDF of a document and document's attached files. If you select YES to all the fields, three different links will be returned.
Trigger
Instant
Try It
- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail. If you select YES to both fields, two different links will be returned.
Trigger
Instant
Try It
- DocumentRequired
- ActionRequired
  Select an action on a document.
Action
Write
- TemplateRequired
  Select the Template to create a document from.
- Document NameRequired
  The name of the new document that will be generated from a template.
- FromRequired
  NOTE: Please, provide the email address you use to log in to SignNow.
- CC
  Separate the email addresses of CC recipients with a comma. I.e.: marketing@acer.inc, sales@acer.inc
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
  Select a way for line wrapping in locked custom fields.
Action
Write
- FileRequired
  Select the file icon by the field label to find more information about expected values for this field.
- Document Name
  Name for your document.
Action
Write

- Api Docs Info
  API docs for SignNow are located here https://campus.barracuda.com/product/signnow/doc/41113461/rest-endpoints-api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It

New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
  Comma separated Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
  API docs for Zoho CRM are located here https://www.zoho.com/crm/developer/docs/api/v2/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a contact with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Search or write

Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
Try It
- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail. If you select YES to both fields, two different links will be returned.
Trigger
Instant
Try It
- TemplateRequired
  Select the Template to create a document from.
- Document NameRequired
  The name of the new document that will be generated from a template.
- FromRequired
  NOTE: Please, provide the email address you use to log in to SignNow.
- ToRequired
  Type in the signer’s email address.
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
Action
Write
- DocumentRequired
- From Email AddressRequired
- To Email AddressRequired
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
Action
Write
- FileRequired
  Provide a document containing field tags. Learn more about SignNow field tags.
- Document Name
  Name for your document.
Action
Write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
  Account to which the lead need to be merged.
- Overwrite
  If set to true Account name of the above selected Account will be replaced by the Company name.
- Contact ID
  Contact to which the lead need to be merged.
- Assign to
  User ID to which the new contact/account ownership to be assigned.
Action
Write
- ModuleRequired
  Select the module you want to update an entry in.
- LayoutRequired
  Select the layout you want to use to update the entry with.
- Entry IDRequired
  Entry ID to update
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
Action
Search
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a lead with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write

How SignNow + Zoho CRM Integrations Work

Step 1: Authenticate SignNow and Zoho CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect SignNow + Zoho CRM

About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Learn more

Related categories

Signatures

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

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SignNow + Zoho CRM Integrations

How to connect SignNow + Zoho CRM

Connect your apps and automate workflows

Document Completed

Template

Return Document HistoryRequired

Return ZIPRequired

Document Updated

Return PDF of DocumentRequired

Return Document HistoryRequired

Cancel Invite to Sign and Delete Document

DocumentRequired

ActionRequired

Create Document From Template & Send Role-Based Invite

TemplateRequired

Document NameRequired

FromRequired

CC

Subject

Message

Redirect After Signing

Payment Settings | Merchant Account

Payment Settings | Payer

Payment Settings | Currency

Payment Settings | Payment Amount

On Completion

Line Wrapping

Upload Document

FileRequired

Document Name

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

E-mailRequired

LayoutRequired

Trigger Workflow?

Create Module Entry

ModuleRequired

Field nameRequired

ValueRequired

LayoutRequired

Trigger

Document Deleted

New Document

Return PDF of DocumentRequired

Return Document HistoryRequired

Create Document From Template & Send Free Form Invite