Integrate Zoho Sign with PlanSo Forms

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

Build your own integrations between Zoho Sign and PlanSo Forms

Connect Zoho Sign and PlanSo Forms with over 950+ 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 PlanSo Forms using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Document viewed

Triggers when a document is viewed

Document sent

Triggers when a document is sent

Folder created

Triggers when a new folder is created

Document declined

Triggers when a document is declined

Document recalled

Triggers when a document is recalled

Document expired

Triggers when a document has expired

Template created

Triggers when a new template is created

Document forwarded

Triggers when a document is forwarded

Document signed

Triggers when a document is signed

Document completed

Triggers when a document is completed

Form entry made

Triggers when a new form entry is made

All Actions - Actions are the automated tasks

Create folder

Creates a new folder

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

Send request by email

Sends a request to the specified email address

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 template

Fetches the details of an existing template by name or ID

Fetch document

Fetches the details of an existing document by ID

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 PlanSo Forms?

PlanSo Forms is a quick and easy form builder with an intuitive and user-friendly interface. It also provides features such as auto-responder emails after form submissions, integrated spam protection, file submissions within forms, and more.

Forms WordPress Plugins

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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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