Zoho Sign

Sign, Paperless. A complete digital signature app for business signatories.

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Zoho Sign

Zoho Sign API Integrations

Build and run workflows using the Zoho Sign API. Use 1000s of source-available triggers and actions across 2,200+ apps. Or write custom code to integrate any app or API in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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Overview

Zoho Sign API lets you automate document signing processes. Integrate with Pipedream to create or manage documents, send them for signatures, and track status updates in real-time. Sync data with other apps, trigger workflows based on document actions, or automate follow-ups once signatures are received.

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_sign: {
      type: "app",
      app: "zoho_sign",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.zoho_sign.$auth.base_api_uri}/api/v1/folders`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_sign.$auth.oauth_access_token}`,
      },
    })
  },
})

Choose an API to Connect with Zoho Sign API

1
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24
of
2,200+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce
Salesforce
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify
Shopify
Shopify is a complete commerce platform that lets anyone start, manage, and grow a business. You can use Shopify to build an online store, manage sales, market to customers, and accept payments in digital and physical locations.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.
Schedule
Schedule
Trigger workflows on an interval or cron schedule.

Example Use Cases

  • Automate Document Workflow: Upon a new sale in your CRM, automatically generate a sales contract using Zoho Sign, send it to the customer for signing, and receive notifications when the document is signed.

  • Document Status Tracking: Set up a workflow to monitor document status on Zoho Sign. When a document gets signed or declined, update the status in a Google Sheet and notify relevant team members via Slack.

  • Contract Renewal Reminders: Use Zoho Sign to detect contracts nearing expiry. Trigger emails to customers with renewal links and pre-filled documents for hassle-free re-signing.

Send Document with Zoho Sign API on New Requests from HTTP / Webhook API
HTTP / Webhook + Zoho Sign
 
Try it
Add Single Row with Google Sheets API on New Document Created from Zoho Sign API
Zoho Sign + Google Sheets
 
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Get Document Details with Zoho Sign API on New Item in Feed from RSS API
RSS + Zoho Sign
 
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Get Document Details with Zoho Sign API on New Message (Instant) from Discord API
Discord + Zoho Sign
 
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Get Document Details with Zoho Sign API on New Message In Channels (Instant) from Slack API
Slack + Zoho Sign
 
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New Document Completed from the Zoho Sign API

Emit new event when a document is completed.

 
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New Document Created from the Zoho Sign API

Emit new event when a new document is created.

 
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New Document Signed from the Zoho Sign API

Emit new event when a document has received a successful signature from all the required parties.

 
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Get Document Details with the Zoho Sign API

Get the details of a particular document. See the documentation

 
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Get Document Form Detail with the Zoho Sign API

Retrieves the filled field data for a particular document. See the documentation

 
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Send Document with the Zoho Sign API

Sends a document to the designated recipients for their signatures. See the documentation

 
Try it

Troubleshooting

Issues Connecting My Account: IP Allowlist

If your Zoho security policy includes an IP Allowlist, update it to connect your account:

  1. Add this IP Range: 44.223.89.56 - 44.223.89.63.
  2. Include your current IP Address because the initial OAuth authorization request originates from your browser.
  3. Set up a Virtual Private Cloud (VPC) on Pipedream. Add the static IP address to Zoho's IP Allowlist. Note: VPCs are available with Pipedream's Business Plan or higher. See pricing for details.

After connecting your account, make sure to run the workflow within a VPC.

Authentication

Name Slug: zoho_sign

Zoho Sign uses OAuth authentication. When you connect your Zoho Sign account, Pipedream will open a popup window where you can sign into Zoho Sign and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Sign API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoSign.documents.READZohoSign.documents.UPDATEZohoSign.documents.DELETEZohoSign.account.CREATEZohoSign.account.UPDATEZohoSign.account.READZohoSign.account.DELETEZohoSign.templates.CREATEZohoSign.templates.READZohoSign.templates.UPDATE
OAuth Request Configurations:
  1. authorization
    GEThttps://accounts.zoho.com/oauth/v2/auth?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}&prompt=consent&access_type=offline
  2. accessToken
    POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}
  3. refreshToken
    POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo