Top 5 Zoho Sign Automations: A Complete Guide Using Pabbly Connect

Discover how to automate Zoho Sign with Pabbly Connect. Learn step-by-step integrations with Gmail, Google Sheets, Twilio, and more for efficient e-signature management. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Zoho Sign Automation

Pabbly Connect is a powerful integration platform that enables seamless automation between various applications, including Zoho Sign. In this section, we will explore how to set up Pabbly Connect for automating e-signature tasks. using Pabbly Connect

To begin, access Pabbly Connect by visiting the official website. If you are a new user, sign up for an account, which will provide you with 100 free tasks. Existing users can simply sign in to access the dashboard.

2. Automating Email Notifications for Expired Zoho Sign Requests

One of the key automations is sending email notifications when a Zoho Sign document request expires. This can be done using Pabbly Connect, where Zoho Sign serves as the trigger application and Gmail as the action application. using Pabbly Connect

Follow these steps to create this automation:

• Create a new workflow in Pabbly Connect and name it accordingly.
• Select Zoho Sign as the trigger application and choose the event ‘Document Expired’.
• Connect your Zoho Sign account by providing the necessary authorization.

After setting up the trigger, you will need to configure the Gmail action to send an email notification. Map the relevant fields such as recipient email and document details to customize your notification message.

3. Storing Signed Document Details in Google Sheets

Another useful automation is adding signed document details from Zoho Sign directly into Google Sheets. This provides an organized way to track all signed documents. using Pabbly Connect

To set this up using Pabbly Connect, follow these steps:

• Create a new workflow and choose Zoho Sign as the trigger application with the event ‘Document Signed’.
• Connect your Zoho Sign account and authorize access.
• Select Google Sheets as the action application and choose the event ‘Add New Row’.

Map the fields from Zoho Sign to Google Sheets, including document name, recipient name, and signing status. This will ensure that every signed document is logged automatically in your spreadsheet.

4. Sending SMS Notifications for Recalled Documents

Using Pabbly Connect, you can also automate SMS notifications for recalled documents in Zoho Sign. This ensures that clients are informed promptly when a document is recalled. using Pabbly Connect

Here’s how to set up this automation:

Create a new workflow in Pabbly Connect, naming it appropriately. Select Zoho Sign as the trigger with the event ‘Document Recalled’. Connect to Twilio as the action application to send SMS notifications.

Map the required fields such as recipient’s phone number and message content in the Twilio action settings. This will allow you to notify clients whenever a document is recalled.

5. Updating HubSpot Deals Upon Document Signing

Finally, you can use Pabbly Connect to update deals in HubSpot when documents are signed in DocuSign. This integration is crucial for maintaining accurate deal statuses. using Pabbly Connect

To implement this, follow these steps:

Create a workflow in Pabbly Connect, selecting DocuSign as the trigger application with the event ‘Document Signed’. Connect your DocuSign account and authorize access. Select HubSpot as the action application and choose the event ‘Update Deal’.

Map the deal ID and update the deal stage to reflect the new status. This ensures that your sales pipeline is always up to date with signed documents.

Conclusion

In this tutorial, we explored how to utilize Pabbly Connect for automating various tasks with Zoho Sign, including sending email notifications, storing signed documents in Google Sheets, sending SMS updates, and updating HubSpot deals. These automations enhance efficiency and streamline your e-signature processes.