Integration · Docs and data
AI agents for Zoho Sign
Send documents out for signature from Zoho Sign templates, list and read documents.
- Actions
- 8
- Read
- 5
- Write
- 3
Actions
What your agents can do in Zoho Sign
Send documents out for signature from Zoho Sign templates, list and read documents (envelopes) and their signing status, read what signers filled in, remind signers or recall a document, and list and read templates, in the data center where the Zoho account lives.
Read 5
Look things up. Nothing changes.
List documents
Lists documents (envelopes), newest first, optionally only those whose name, recipient email, recipient name or template name contains some text.
Get a document
Reads one document (envelope) by its request ID: request_status (completed means everyone signed), sign_percentage, documents, and each recipient's action_status.
Get filled-in values
Reads what each signer filled in on a document, by its request ID: document_form_data.actions, each with recipient_name, recipient_email, signed_time and fields (field_label, field_value).
List templates
Lists the account's templates, newest first.
Get a template
Reads one template by ID: its documents, the roles to fill (each with the action_id Send a document from a template takes, action_type and role), and the prefill fields in document_fields.
Write 3
Create, change or send.
Send a document from a template
Creates a document from a Zoho Sign template and sends it for signature at once.
Remind signers
Emails a reminder to the recipients who still need to sign a document that is in progress.
Recall a documentDeletes data
Recalls a document that is out for signature: the signing process stops and recipients can no longer view or sign it.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with Zoho and approve access (OAuth).
Settings
- Data center
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Zoho Sign data
Ask a question in plain words. The agent can list documents, get a document or get filled-in values in Zoho Sign, then answers with what it found.
- 02
Let an agent update Zoho Sign
Have the agent send a document from a template in Zoho Sign as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Zoho Sign and Slack: it can list documents in Zoho Sign and post a summary to a Slack channel in the same run.
Works well with
More Docs and data tools
- Google Sheets3 actionsAdd rows to a Google Sheets spreadsheet, read a range of cells, and write over a range, signed in with the person's own Google account.
- Google Docs3 actionsCreate Google Docs documents, read their text, and add text to the end of them, signed in with the person's own Google account.
- Notion4 actionsAdd pages to Notion databases, append text to pages, query databases and search the pages shared with an internal integration.
- Confluence4 actionsCreate, read and search Confluence Cloud pages on your Atlassian site, signed in with an email address and an API token.
- Airtable4 actionsCreate, update, list and read records in Airtable bases that a personal access token can reach.
- Docusign3 actionsSend documents for signature from a Docusign template, check an envelope's status and list recent envelopes, as the person who connects.
FAQ
Zoho Sign and MyDeepAgents
Can MyDeepAgents connect to Zoho Sign?
Yes. The Zoho Sign connector has 8 actions: 5 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Zoho Sign?
Sign in with Zoho and approve access (OAuth). The connection also asks for: Data center. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Zoho Sign without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use Zoho Sign in workflows as well as agents?
Yes. Every Zoho Sign action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Zoho Sign to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.