Zoho Forms + Zoho Sign

Send Zoho Sign templates for new Zoho Forms entries

Effortlessly streamline your document signing process with this Zoho Forms and Zoho Sign automation. Whenever a new form entry is received in Zoho Forms, a template will be sent for signing in Zoho Sign, saving you time and ensuring a seamless workflow. Keep your focus on more important tasks while this integration handles your form signing needs.

When this happens...
New Form Entry
Triggers when a new form entry is submitted.
TriggerInstant
automatically do this!
Send Template
Send a template for signing.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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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 IDRequired
Action
Write

Send Template
Send a template for signing.
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
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 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