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Send Zoho Sign templates for new entries in Zoho Forms
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Send Zoho Sign templates for updated candidate records in Zoho Recruit
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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign
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Send Zoho Cliq messages for completed Zoho Sign documents
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Popular integrations
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. Category : Zoho, Forms, PopularZoho Recruit
Zoho Recruit is an applicant tracking system that helps staffing agencies and recruiting departments track job openings, resumes, candidates, and contacts more quickly and efficiently. You can customize and categorize your modules, set reminders for tasks, and check all activities with a client or a contact in the activity stream. Category : Zoho, RecruitmentZoho CRM
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads. Category : Zoho, Sales Automation, Popular, CRMZoho Cliq
Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy. Category : Zoho, Popular, Team Collaboration, Team Chat
Zoho Sign supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Document sent
Triggers when a document is sent
Document declined
Triggers when a document is declined
Folder created
Triggers when a new folder is created
Document expired
Triggers when a document has expired
Document recalled
Triggers when a document is recalled
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
Document completed
Triggers when a document is completed
Document signed
Triggers when a document is signed
All Actions - Action are the automated tasks
Send document
Populates a document based on a template and sends it to the specified recipients
Create folder
Creates a new folder
Send request by email
Sends a request to the specified email address
Draft document
Populates a document based on a template
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
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