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Zoho Sign

Zoho Sign provides electronic signature workflows for creating, sending, tracking, and managing documents, templates, recipients, and account resources.

43 actionsSign in with Zoho Sign

Connect Zoho Sign

What your bot can do in Zoho Sign

Looks up

  • Download Completion CertificateDownload the PDF completion certificate for a fully signed request.
  • Download DocumentDownload one PDF document from a Zoho Sign request.
  • Download RequestDownload all documents in a Zoho Sign request as a PDF or ZIP, optionally merged and including the completion certificate.
  • Get OrganizationGet the connected Zoho Sign organization, license label, administrative context, and relevant template, embedded-workflow, and…
  • Get RequestGet one request's status, documents, recipient actions, and signer fields.
  • Get Request Field DataGet recipient-entered field labels and values from a completed Zoho Sign request.
  • Get Request Reminder SettingsGet automatic email reminder settings for an owned Zoho Sign request.
  • Get TemplateGet one Zoho Sign template's documents, reusable recipient roles, signer fields, and prefill fields.
  • List Field TypesList account-specific Zoho Sign field type IDs, names, categories, and mandatory defaults for use when placing signer fields.
  • List FoldersReturn one controllable page of Zoho Sign folders.
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  • List My RequestsReturn one controllable page of requests assigned to or pending for the connected Zoho Sign user.
  • List Request TypesReturn one controllable page of Zoho Sign document request types.
  • List RequestsReturn one controllable page of Zoho Sign document requests, optionally filtered by status and search columns.
  • List Signer Group RecipientsReturn one page of recipients for a Zoho Sign signer group.
  • List Signer GroupsReturn one controllable page of Zoho Sign signer groups, optionally filtered by group name.
  • List TemplatesReturn one controllable page of reusable Zoho Sign templates.
  • List UsersReturn one controllable page of users in the connected Zoho Sign organization without email addresses or profile photos.
  • Preview Template MergePreview whether two or more Zoho Sign templates are compatible for merging and retrieve the merged fields and recipient roles.

Takes action

  • Create FolderCreate a persistent Zoho Sign folder.
  • Create RequestUpload 1-40 PDF documents and create a Zoho Sign draft request.
  • Create Request From Merged TemplatesCreate one Zoho Sign request from two or more compatible templates.
  • Create Request From TemplateCreate a Zoho Sign request from a template.
  • Create Request TypeCreate a persistent Zoho Sign document/request type.
  • Create Signer GroupCreate a persistent Zoho Sign signer group with named email recipients.
  • Create TemplateUpload 1-40 PDF documents and create a reusable Zoho Sign template with recipient roles and signer fields.
  • Delete DocumentPermanently delete one document file from an owned Zoho Sign request.
  • Delete RequestDestructively move an owned Zoho Sign request to trash.
  • Delete TemplateDestructively move an owned reusable Zoho Sign template to trash.
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  • Email Completed RequestImmediately email an owned completed Zoho Sign request to one to three addresses.
  • Extend RequestExtend the signing-link expiration date of an owned sent request.
  • Generate Embedded Signing URLGenerate a one-time URL for a human to sign one recipient action from a previously submitted request.
  • Generate Request Embedded Send URLGenerate a short-lived, human-facing embedded editor URL for an owned active draft request.
  • Generate Template Embedded Send URLGenerate a short-lived embedded editor and sending URL for an owned Zoho Sign template.
  • Mark Request For CorrectionMove an owned in-progress request into correction mode before any signer completes.
  • Merge Templates Into RequestMerge at least two owned templates into an existing owned Zoho Sign draft request.
  • Recall RequestIrreversibly recall an owned sent Zoho Sign request and cancel its remaining signing process.
  • Remind Request RecipientsImmediately send a real reminder email to every pending recipient of an owned sent request.
  • Self Sign RequestIrreversibly apply the connected user's legal signature and complete an owned Zoho Sign self-sign request.
  • Submit RequestIrreversibly send an owned Zoho Sign draft request to its recipients after applying final signer fields.
  • Update RequestUpdate an owned draft or correction-mode request, including settings, recipients, fields, and optional added files.
  • Update Request TypeRename or change the description of an existing Zoho Sign document request type.
  • Update Signer GroupRename an owned Zoho Sign signer group, add recipients, and remove existing recipients by ID.
  • Update TemplateUpdate an owned Zoho Sign template's settings, reusable roles, signer fields, field removals, and optional added PDF documents.

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