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.
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Send Zoho Sign templates for new entries in Zoho Forms

Zoho Forms + Zoho Sign

Build your own integrations between Zoho Forms and Zoho Sign

Connect Zoho Forms and Zoho Sign with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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

Document completed

Triggers when a document is completed

Document forwarded

Triggers when a document is forwarded

Document expired

Triggers when a document has expired

Template created

Triggers when a new template is created

Document viewed

Triggers when a document is viewed

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 signed

Triggers when a document is signed

Document sent

Triggers when a document is sent

All Actions - Actions are the automated tasks

Create folder

Creates a new folder

Send request by email

Sends a request to the specified email address

Send document

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

Draft document

Populates a document based on a template

Update document

Updates the details of an existing document based on ID

Change request owner

Chnages the owner of the specified request

Fetch recipient

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

Fetch document

Fetches the details of an existing document by ID

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.

Forms Popular Zoho

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

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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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