Zapier Tables + Zoho Sign

Send templates in Zoho Sign for new records in Zapier Tables

Streamline your work process by instantly sending a testing template with Zoho Sign every time a new record appears in your Zapier Tables. This efficient workflow eliminates manual labour, ensuring your testing templates are dispatched immediately upon recording a new entry. Ideal for businesses or individuals who need to frequently test workflows, it promises timely and accurate execution.

When this happens...
New Record
Triggers when a new record is added to a table.
TriggerInstant
automatically do this!
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.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- FieldRequired
- Summary FormulaRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Calculate FieldRequired
- Aggregate FunctionRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write

- Table IDRequired
- Name
- Description
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
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 IDRequired
Action
Write
Send Template
Send a template for signing.
Action
Write

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table NameRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search or 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 IdRequired
- Certificate of completion
Action
Write
- Request IdRequired
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

About Zapier Tables

Zapier Tables is a no-code database built for automation.

Learn more

Related categories

About Zoho Sign

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

Learn more

Zapier Tables + Zoho Sign

Send templates in Zoho Sign for new records in Zapier Tables

Supported triggers and actions

Trigger Zap Button Clicked

New or Updated Record

Summary Formula Updated

Calculate Summary Formula

Create Record

Duplicate Table

Update Record

Find Records

Get Summary Formula Values

Document Completed

Document Expired

Document Signed

Get Document Form Data

Send Template

New or Updated or Deleted Record

New Record

Updated Record

Continue Zap Button Clicked

Delete Record

Increment or Decrement Value

Change Button State

Find Table

Find or Create record

Document Declined

Document Recalled

Get Document Files

Get Document Details

Send Template (For Testing Purpose)

About Zapier Tables

Related categories

About Zoho Sign

Related categories