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Zoho Sign + Zoho Flow

Automate digital signature workflows across multiple apps.

Automate without coding

Accelerate your business activities and manage them from a single destination by automating with Flow. By adding Zoho Sign to Zoho Flow, you can trigger requests to sign at any stage in your workflow.

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Zoho Flow

Zoho Flow is a no-code automation platform that connects multiple app integrations and lets you create custom automated workflows without any coding. Connect various applications, create custom workflows, trigger tasks to perform actions, and automate your whole workflow. Free yourself from cumbersome coordination between apps!

Connect across apps

Connections are apps linked with Flow to execute triggers and actions.

Zoho Flow connects with 1000+ apps.

Set triggers

Triggers are any events that kick-start a flow.

Zoho Sign supports 10 app-based triggers like “Document sent”, “Document recalled”, “Template created”, and more.

Perform actions

Actions are the tasks performed by the flow once triggered.

Zoho Sign supports 9 actions, including “Fetch recipient”, “Send document”, “Update document”, and “Fetch template.”

Where can I use Zoho Sign + Zoho Flow?

  • Sales and marketing
  • Human resources
  • Data management

Sales and marketing

In a sales workflow, Flow connects popular Zoho apps like Zoho CRM, Sign, Mail, and Cliq, as well as everyday workplace apps like Salesforce, ProtonMail, Slack, Workday, SAP. The workflow:

  • Records deals

  • Fetches the lead's contact from Zoho CRM or Salesforce

  • Sends a request to the lead for signing on Zoho Sign

  • If the deal is successfully signed, notifies through the Sales channel in Zoho Cliq or WhatsApp via a bot

  • Simultaneously sends an email via Zoho Mail or Gmail to the CRM owner about the successful deal.

sales and manage

Human resources

In a recruitment workflow, Flow connects popular Zoho apps like Zoho Recruit, Sign, People, and Connect, as well as everyday workplace apps like MS Teams, Salesforce, Slack, Paycor, and SAP. In this workflow:

  • The candidate is hired through Zoho Recruit or SmartRecruiters

  • Their interview details are fetched from Recruit

  • The offer letter is sent to them for signing via Zoho Sign

  • The employee's details are uploaded to Zoho People or Paycor

  • The employee is asked to sign an NDA via Zoho Sign

  • The employee is added to the company intranet via People

  • The employee is requested to sign the social media policy using Zoho Sign.

hr department

Data management

In a landlord-tenant negotiation, Flow connects with Zoho apps like Sign, Sheet, Notebook, and Bookings, along with other popular apps like Salesforce, SAP, Workday, and Google Sheets to automate their transactions. Here, the workflow:

  • Generates or imports a rental agreement

  • Sends it for signature to the tenant using Zoho Sign

  • Records the tenant's details in Zoho Sheet or Google Sheets

  • Makes notes of the applicant's appointment availability in Zoho Notebook

  • Schedules a meeting with the tenant in Zoho Bookings.

data management

Start automating your digital signature processes with Zoho Flow now

Top five reasons to connect Zoho Sign with Zoho Flow

Manage your signing workflows across apps from one place

You no longer have to switch between multiple apps to operate a signing workflow. Manage how various apps interact and how actions are triggered from the Flow app. Design, orchestrate, and let the automated workflow manage the signing tasks.

Automate and accelerate all your signing activities

Design workflows for your routine signing, pre-signing, and post-signing tasks. Let the workflow coordinate a seamless flow between apps to collect data, request signatures, record data, communicate signing-related activity to the sender and recipient, and much more.

Customize your workflow without coding

Focus on building the business of your dreams, not workflows. Use our off-the-shelf workflows suited for popular use cases, or custom design your workflows with no coding in just a few clicks. Constructing workflows cannot get easier!

Enjoy Zoho Sign's enterprise-level features

Access Zoho Sign's enterprise-level features like SignForms, Templates, automatic field addition using text tags, DKIM, and many more. Upgrade your digital signature workflows by signing the Zoho Sign way. Experience the power of a comprehensive digital signature solution by trying our free Enterprise trial now.

Tightly integrated with over 1000 apps

Zoho Flow connects with 50+ Zoho apps and 950+ third-party apps. You can sign, request signatures, use sign templates, and perform all other Zoho Sign features in connection with hundreds of apps!

With generic triggers based on schedule, webhooks, URL, email, and RSS/Atom, Zoho Flow lets you automate all kinds of tasks!

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Why integrate Zoho Sign with Zoho Flow over other alternatives?

  • Features

    Zoho Sign

    DocuSign

    Adobe Sign

    Dropbox Sign

  • Unlimited contract signing, storage, and templates

     

     

     

     

  • Tighter integration with Zoho apps and third-party apps

     

     

     

     

  • Qualified electronic signatures (QES) for contract signing

     

     

     

     

  • Blockchain -based timestamping

     

     

     

     

  • Free migration and onboarding assistance

     

     

     

     

  • Free technical support

     

     

     

     

Signing automated in your routine workflows.

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