Integrate Zoho Sign with Zoho Forms

Send information between Zoho Sign and Zoho Forms automatically, without writing any code, using Zoho Flow.

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Send Zoho Sign templates for new entries in Zoho Forms


Each time a new entry is submitted in Zoho Forms, the flow automatically sends a template via Zoho Sign. Easily request signatures from new clients without worrying about maintaining documents.


How it works
1. A new response is received in Zoho Forms.
2. Zoho Flow sends a template via Zoho Sign.
Use this flow
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Send Zoho Sign templates for new entries in Zoho Forms

Zoho Forms + Zoho Sign

Build your own integrations between Zoho Sign and Zoho Forms

Connect Zoho Sign and Zoho Forms with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Sign and Zoho Forms using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Document expired

Triggers when a document has expired

Document recalled

Triggers when a document is recalled

Document declined

Triggers when a document is declined

Folder created

Triggers when a new folder is created

Document completed

Triggers when a document is completed

Document signed

Triggers when a document is signed

Document sent

Triggers when a document is sent

Document viewed

Triggers when a document is viewed

Document forwarded

Triggers when a document is forwarded

Template created

Triggers when a new template is created

Entry submitted - New version

Triggers when a new entry is submitted in the selected form

Entry submitted - Old version

Triggers when a new entry is submitted in the selected form

All Actions - Actions are the automated tasks

Send request by email

Sends a request to the specified email address

Draft document

Populates a document based on a template

Send document

Populates a document based on a template and sends it to the specified recipients

Create folder

Creates a new folder

Change request owner

Chnages the owner of the specified request

Update document

Updates the details of an existing document based on ID

Fetch document

Fetches the details of an existing document by ID

Fetch template

Fetches the details of an existing template by name or ID

Fetch recipient

Fetches the details of a document's recipient by email address

What is Zoho Sign?

Zoho Sign is digital signature software for business. You can send documents, receive notification about document status, and set reminders in accordance with the document expiry date.

Signature Zoho

What is Zoho Forms?

Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.

Forms Popular Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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