Zendesk + Zoho Sign
Create Zendesk tickets for new declined Zoho Sign documents
When a prospective client declines a document sent to them for signature, your window of opportunity can close real quick. Whatever their grievance is, you have to address it pretty swiftly to be able to still close the deal. This integration automatically creates a ticket in Zendesk when a signer declines signing a document, thus, immediately alerting your agents to deal with it on a priority basis.
When a prospective client declines a document sent to them for signature, your window of opportunity can close real quick. Whatever their grievance is, you have to address it pretty swiftly to be able to still close the deal. This integration automatically creates a ticket in Zendesk when a signer declines signing a document, thus, immediately alerting your agents to deal with it on a priority basis.
- When this happens...Document Declined
Triggers when an envelope or document is declined.
- automatically do this!Create Ticket
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
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Document Completed
Triggers when an envelope or document is completed i.e. signed and approved by all recipients.
Try ItDocument Expired
Triggers when an envelope or document expires.
Try ItDocument Signed
Triggers when an envelope or document is signed or approved by a recipient.
Try ItRequest IDRequired
