Integrate Zoho Forms with Zoho Sign
Send information between Zoho Forms and Zoho Sign 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.
Send Zoho Sign templates for new entries in Zoho Forms
Zoho Forms + Zoho Sign
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Supported triggers and actions
Integrate Zoho Forms and Zoho Sign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Folder created
Triggers when a new folder is created
Document sent
Triggers when a document is sent
Document declined
Triggers when a document is declined
Template created
Triggers when a new template is created
Document signed
Triggers when a document is signed
Document completed
Triggers when a document is completed
Document recalled
Triggers when a document is recalled
Document expired
Triggers when a document has expired
Document forwarded
Triggers when a document is forwarded
Document viewed
Triggers when a document is viewed
All Actions - Actions are the automated tasks
Draft document
Populates a document based on a template
Send request by email
Sends a request to the specified email address
Create folder
Creates a new folder
Send document
Populates a document based on a template and sends it to the specified recipients
Update document
Updates the details of an existing document based on ID
Change request owner
Changes the owner of the specified request
Fetch document
Fetches the details of an existing document by ID
Fetch recipient
Fetches the details of a document's recipient by email address
Fetch template
Fetches the details of an existing template by name or ID
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.
Similar apps
What is Zoho Sign?
Similar apps
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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