Airtable + Zoho Sign

Send templates in Zoho Sign for new records in Airtable

Streamline your document signing process by connecting Airtable and Zoho Sign. With this automation, whenever a new record is added in Airtable, it initiates sending a template in Zoho Sign. This efficient workflow helps you save time and reduces manual effort, allowing you to focus more on your core tasks.

When this happens...
New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
TriggerPolling
automatically do this!
Send Template
Send a template for signing
ActionWrite

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Supported triggers and actions

- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
Action
Write
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write

- BaseRequired
- TableRequired
- Number of RecordsRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search

- BaseRequired
- Search KeywordRequired
- Search In
Action
Search
- Search KeywordRequired
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write
Document Declined
Triggers when a document is declined
Trigger
Instant
Try It
Document Recalled
Triggers when a document is recalled.
Trigger
Instant
Try It
- Request Id
Action
Write
- Request IdRequired
Action
Write
Send Template (For Testing Purpose)
Send a template for signing(for testing purposes), with testing credits. The documents sent using this action will not consume any additional Zoho Sign credits and the document will be watermarked as 'For testing purpose only'.
Action
Write

- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- NameRequired
- Workspace IDRequired
- Number of TablesRequired
Action
Write
- BaseRequired
- Table NameRequired
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Record IDRequired
Action
Search
- BaseRequired
- Table IDRequired
Action
Search
- BaseRequired
Action
Search
Document Completed
Triggers when a document is completed.
Trigger
Instant
Try It
Document Expired
Triggers when a document expires
Trigger
Instant
Try It
Document Signed
Triggers when a document is Signed
Trigger
Instant
Try It
- Request IDRequired
Action
Write
Send Template
Send a template for signing
Action
Write

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