An automated workflow using zapier
Connects Salesforce + Zoho Sign
Send Zoho Sign templates for signature to new Salesforce contacts
About this workflow template
This automation scenario allows you to connect Salesforce and Zoho Sign
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Salesforce and Zoho Sign can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Salesforce
New Record in Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Then this action happens in Zoho Sign
Send Template in Zoho Sign
Send a template for signing
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Zoho Sign templates for signature to new Salesforce contacts.
Part I
Configure Applications
First, we need to connect Salesforce and Zoho Sign to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Connect Zoho Sign to Zapier.
Give Zapier access to your Zoho Sign account, using Zoho Sign credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Salesforce
Choose the following trigger: New Record (Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.).
Then set up an Action for Zoho Sign
Choose this action: Send Template (Send a template for signing).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Salesforce and Zoho Sign.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Zoho Sign templates for signature to new Salesforce contacts!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Send template
Send a template for signing
actionbyzapierMake an api call
Performs an arbitrary authorized API call.
actionbyintegromatDownload document
Downloads a Zoho Sign document
actionbyintegromatGet document details
Gets the details of a document
actionbyintegromatzapierGet document field data
Gets the details of the document filled by signers.
actionbyintegromatSend a document
Sends out a document for signature from recipients as specified. Uploaded file must contain fields specified as text tags.
actionbyintegromat
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
