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Zoho Sign

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

What agents can do

Actions43

  • Create folder

    Create a persistent Zoho Sign folder.

  • Create request

    Upload 1-40 PDF documents and create a Zoho Sign draft request.

  • Create request from merged templates

    Create one Zoho Sign request from two or more compatible templates.

  • Create request from template

    Create a Zoho Sign request from a template.

  • Create request type

    Create a persistent Zoho Sign document/request type.

  • Create signer group

    Create a persistent Zoho Sign signer group with named email recipients.

  • Create template

    Upload 1-40 PDF documents and create a reusable Zoho Sign template with recipient roles and signer fields.

  • Delete document

    Permanently delete one document file from an owned Zoho Sign request.

35 more
  • Delete request

    Destructively move an owned Zoho Sign request to trash.

  • Delete template

    Destructively move an owned reusable Zoho Sign template to trash.

  • Download completion certificate

    Download the PDF completion certificate for a fully signed request.

  • Download document

    Download one PDF document from a Zoho Sign request.

  • Download request

    Download all documents in a Zoho Sign request as a PDF or ZIP, optionally merged and including the completion certificate.

  • Email completed request

    Immediately email an owned completed Zoho Sign request to one to three addresses.

  • Extend request

    Extend the signing-link expiration date of an owned sent request.

  • Generate embedded signing url

    Generate a one-time URL for a human to sign one recipient action from a previously submitted request.

  • Generate request embedded send url

    Generate a short-lived, human-facing embedded editor URL for an owned active draft request.

  • Generate template embedded send url

    Generate a short-lived embedded editor and sending URL for an owned Zoho Sign template.

  • Get organization

    Get the connected Zoho Sign organization, license label, administrative context, and relevant template, embedded-workflow, and signer-group feature flags.

  • Get request

    Get one request's status, documents, recipient actions, and signer fields.

  • Get request field data

    Get recipient-entered field labels and values from a completed Zoho Sign request.

  • Get request reminder settings

    Get automatic email reminder settings for an owned Zoho Sign request.

  • Get template

    Get one Zoho Sign template's documents, reusable recipient roles, signer fields, and prefill fields.

  • List field types

    List account-specific Zoho Sign field type IDs, names, categories, and mandatory defaults for use when placing signer fields.

  • List folders

    Return one controllable page of Zoho Sign folders.

  • List my requests

    Return one controllable page of requests assigned to or pending for the connected Zoho Sign user.

  • List requests

    Return one controllable page of Zoho Sign document requests, optionally filtered by status and search columns.

  • List request types

    Return one controllable page of Zoho Sign document request types.

  • List signer group recipients

    Return one page of recipients for a Zoho Sign signer group.

  • List signer groups

    Return one controllable page of Zoho Sign signer groups, optionally filtered by group name.

  • List templates

    Return one controllable page of reusable Zoho Sign templates.

  • List users

    Return one controllable page of users in the connected Zoho Sign organization without email addresses or profile photos.

  • Mark request for correction

    Move an owned in-progress request into correction mode before any signer completes.

  • Merge templates into request

    Merge at least two owned templates into an existing owned Zoho Sign draft request.

  • Preview template merge

    Preview whether two or more Zoho Sign templates are compatible for merging and retrieve the merged fields and recipient roles.

  • Recall request

    Irreversibly recall an owned sent Zoho Sign request and cancel its remaining signing process.

  • Remind request recipients

    Immediately send a real reminder email to every pending recipient of an owned sent request.

  • Self sign request

    Irreversibly apply the connected user's legal signature and complete an owned Zoho Sign self-sign request.

  • Submit request

    Irreversibly send an owned Zoho Sign draft request to its recipients after applying final signer fields.

  • Update request

    Update an owned draft or correction-mode request, including settings, recipients, fields, and optional added files.

  • Update request type

    Rename or change the description of an existing Zoho Sign document request type.

  • Update signer group

    Rename an owned Zoho Sign signer group, add recipients, and remove existing recipients by ID.

  • Update template

    Update an owned Zoho Sign template's settings, reusable roles, signer fields, field removals, and optional added PDF documents.

How it connects

You sign in to Zoho Sign in a window. Composio, our app-connections provider, holds the sign-in; Definable keeps only a reference to it.

Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.