Salesforce integration with Zoho Sign
How to Send Zoho Sign templates for signature to new Salesforce contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Send Zoho Sign templates for signature to new Salesforce contacts" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Zoho Sign integrations
Zoho Sign actions
Nekton can use any feature that is available in Zoho Sign API.
Using our advanced AI, you can easily create custom automations for Zoho Sign.
Here are some typical actions you can do in your automated workflows.
Get Document Details
Get details of a particular document
Document Completed
Triggers when a document is completed.
Document Expired
Triggers when a document expires
Document Signed
Triggers when a document is Signed
Document Declined
Triggers when a document is declined
Document Recalled
Triggers when a document is recalled.
About Zoho Sign
Zoho Sign is a complete digital signature app that allows you to securely sign, send, and manage business documents online. Build automated electronic signature workflows to close deals quickly.