File and Document Management
Zoho Sign
14 min
zoho sign is a digital signature app for securely signing, sending, and managing legally binding documents online integrating zoho sign with make com lets users automate document signing workflows, send signature requests, and track document status directly from other apps this is ai generated content based on official zoho sign documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www zoho com/sign/api/contact us html directly requirements to use the zoho sign app in make, you must have an active zoho account and register an application to obtain a client id and client secret, https //www zoho com/sign for subscription, refer to the https //www zoho com/sign connect zoho sign and {{product name}} to get started, you must first create a connection between zoho sign and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your zoho sign account create the connection in make obtain your oauth2 credentials in your zoho sign account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your zoho sign account to obtain your oauth2 credentials navigate to the developer console click add client id enter your application details as prompted enter the callback uri https //www integromat com/oauth/cb/zoho sign click the register button to create your application copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //www zoho com/sign/api/getting started html create the connection in {{product name}} https //www make com/en/register , add the zoho sign module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your zoho sign account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page zoho sign modules after connecting to the zoho sign app, you can choose from a list of available modules to build your {{scenario plural lowercase}} download document downloads a specific document from zoho sign to your device get document details retrieves detailed information about a specific document get document field data retrieves detailed information about a document that has been completed and signed by all designated signers make an api call executes a custom api request to the connected service using your authorized credentials send a document sends a document to designated recipients for their signatures, requiring that the uploaded file includes text tag fields to indicate where signatures are needed watch document assigned to somebody else triggers when a recipient assigns a document to another person watch document completed triggers when all recipients have finished signing or completing a document watch document declined triggers when a recipient rejects or declines to sign a document watch document expired triggers when a document that was sent to a recipient reaches its expiration date and is no longer accessible watch document recalled triggers when a document that was previously sent for signature via zoho sign is recalled by the sender watch document sent triggers when a new document is sent out for signature in zoho sign watch document signed triggers when a recipient completes and signs a document watch document viewed triggers when a recipient opens and views a specific document templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} zoho sign resources you can have access to more resources related to this app on the following links https //community make com/search?q=zoho%20sign https //www zoho com/sign https //www zoho com/sign/api/ https //www make com/en/integrations/zoho sign