Simplify the Way You Work with Zoho Sign
Your business wasn’t built overnight—it’s the result of continuous effort, refinement, and smart decisions. The tools you use every day are carefully chosen to support the way you work. Zoho Sign is built with the same philosophy in mind, making digital signing simple, seamless, and naturally integrated into your existing workflows instead of feeling like an extra step.
Automate Workflows with Zoho Sign + Zapier
When Zoho Sign is connected with Zapier, you unlock powerful automation across more than 8,000 apps. This integration allows your documents to move automatically between the tools you already use. Whether it’s sending an agreement the moment a new lead is added, updating deal stages in your CRM, notifying your team when a document is signed, or saving signed files to cloud storage—everything happens without manual effort.
How Zaps Work
Automations in Zapier are called Zaps. Each Zap begins with a trigger, which is an event that starts the automation. Zoho Sign supports multiple triggers, such as when a document is signed, completed, declined, recalled, or expired. Once the trigger occurs, Zapier instantly performs the next steps you’ve defined.
Actions That Keep Work Moving
After a trigger fires, actions take over. These actions can include sending pre-filled templates for signature, retrieving signed documents in PDF or ZIP format, pulling document details, or capturing form field data. Actions ensure that the right tasks happen automatically, at the right time, across your connected apps.
Get Started Quickly with Pre-built Zaps
If you’re new to automation, pre-built Zaps make it easy to get started. These ready-made workflows show common use cases and help Zoho Sign fit smoothly into your existing app stack. You can use them as they are or customize them to match your exact workflow.
Build Custom Automations Your Way
Your business processes may be unique, and Zapier gives you the flexibility to build custom Zaps that match your needs. Simply choose your apps, define a trigger and action, test the workflow, and turn it on. Zapier handles the rest while you focus on your work.
Save Time and Work Smarter
By automating document workflows with Zoho Sign, you reduce repetitive tasks, minimize errors, and reclaim valuable hours. The result is faster processes, smoother operations, and a workflow that runs quietly in the background while you focus on growing your business.
