Zoho Desk + Zoho Sign

Zoho Desk + Zoho Sign integrations

Create tickets in Zoho Desk for new completed documents in Zoho Sign

With this workflow, whenever a document is completed in Zoho Sign, a ticket is instantly created in Zoho Desk. It essentially simplifies your document management process by allowing you to swiftly respond to completed documents. This automation ensures every completed document is quickly attended to, thus enhancing your service efficiency and customer satisfaction.

When this happens...
Document CompletedTriggers when an envelope or document is completed i.e. signed and approved by all recipients.
TriggerInstant
automatically do this!
Create TicketCreates a new ticket for customer requests.
ActionWrite

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More things you can do with Zoho Sign and Zoho Desk

Discover other triggers and actions you can use with Zoho Sign and Zoho Desk

Document Completed
Triggers when an envelope or document is completed i.e. signed and approved by all recipients.
Trigger
Instant
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Document Expired
Triggers when an envelope or document expires.
Trigger
Instant
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Document Signed
Triggers when an envelope or document is signed or approved by a recipient.
Trigger
Instant
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- Request ID
  Required
Action
Write
Send Template
Send a template for signing.
Action
Write

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It

- Organization
  Required
- Department
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
- Direction
Trigger
Instant
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- Organization
  Required
- Department
  Required
Trigger
Instant
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- Organization
  Required
- Ticket ID
  Required
- File
  Required
- Public
Action
Write
- Organization
  Required
- Account Name
  Required
- Description
- Email
- Website
- Fax
- Phone
- Industry
- Owner ID
- Street
- City
- State
- Country
- Zip Code
- Annual Revenue
Action
Write
- Organization
  Required
- Department
  Required
- Contact
  Required
- Subject
  Required
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- Organization
  Required
- Department
  Required
- Ticket
  Required
- Contact
- Subject
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- Organization
  Required
- Department
  Required
- Ticket Number
  Required
Action
Search
- Organization
  Required
- Email
  Required
- Account
- Last Name
  Required
- First Name
- Title
- Description
- Type
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Search or write

Document Declined
Triggers when an envelope or document is declined.
Trigger
Instant
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Document Recalled
Triggers when an envelope or document is recalled.
Trigger
Instant
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- 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
- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
- Status
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
- Ticket
  Required
- Content
  Required
- Public
  Required
Action
Write
- Organization
  Required
- Account
- Last Name
  Required
- First Name
- Title
- Description
- Type
- Email
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Write
- Organization
  Required
- Department
  Required
- Ticket
  Required
- From Address (E-Mail)
  Required
- To Address (E-Mail)
  Required
- Content Type
  Required
- Reply Content
  Required
- Is Forward
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Select Organization
  Required
- Email
  Required
Action
Search

About Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.

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Related categories

Customer Support

Zoho

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

Related categories

Signatures

Zoho

Related Zap Templates

Create tickets in Zoho Desk when new documents are signed in Zoho Sign

Related Zap Templates

Create tickets in Zoho Desk when new documents are signed in Zoho Sign