Recipient signed
Request completed
Declined
Expired
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Sales & Marketing
Signed Documents to CRM
Writes Zoho Sign status back to the Deal or Contact the document was sent from.
Implement Signed Documents to CRM.
InterConnecta configures the part Zoho already publishes and builds the API for the step that connection does not cover. OpenAI, Anthropic, or Gemini can run the AI step.
Talk to a specialistWorkflow
When Recipient signedRequest completedRequest declinedRequest expired
Solution
Show signature status on the deal.
Reps send a document for signature and then check Zoho Sign to see who signed.
When a Zoho Sign request is completed, declined, or expired, the status is written back to the linked Deal or Contact.
Input systems
Zoho Sign
Origin
Zoho CRM
AI processing
Zoho WorkDrive
Result
Execution path
Origin Recipient signed
Request completed · Request declined · Request expired
AI processing Match the Sign request to the Deal or Contact it was sent from, and draft the owner task from the document status. Do not close the deal unless that template is configured as the acceptance event. OpenAI, Anthropic, or Gemini can run this step.
- Request id
- Template
- Recipient email
- Linked deal or contact
Actions
- Update document status
- Store the completed file in WorkDrive
- Create an owner task
- Move stage only when the template rule says so
Result The deal shows whether the document was signed, declined, or expired.
How this flow runs.
- 01
Zoho Sign
Starts when Recipient signed, Request completed, Request declined, Request expired.
- 02
Sign request
Reads Request id, Template, Recipient email, Linked deal or contact.
- 03
Run the AI step
Match the Sign request to the Deal or Contact it was sent from, and draft the owner task from the document status. Do not close the deal unless that template is configured as the acceptance event. OpenAI, Anthropic, or Gemini can run this step.
- 04
Zoho CRM
The deal shows whether the document was signed, declined, or expired.
Key benefits
Status visible on the deal
Completed file stored
Owner gets a task
Close is a template rule, not the default
Ideal for
Sales teams that send proposals or contracts with Zoho Sign from Zoho CRM.