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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
  • SignNow triggers, actions, and search

    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

How SignNow + Zoho CRM Integrations Work

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

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
zoho-crm logo
zoho-crm logo

About Zoho CRM

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

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