Zoho Sign for your voice agent

Zoho Sign is an electronic signature service for creating, sending, and tracking signed documents. It helps teams manage secure, paperless signing workflows with less manual follow-up.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Zoho Sign app. You register an app in Zoho Sign's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
18 actions, such as download Completion Certificate, download Document and download Request.
What it changes
25 actions, such as create Folder, create Request and create Request From Merged Templates.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 43. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Zoho Sign actions

Reads 18

  • Download Completion Certificate
  • Download Document
  • Download Request
  • Get Organization
  • Get Request
  • Get Request Field Data
  • Get Request Reminder Settings
  • Get Template
  • List Field Types
  • List Folders
  • List My Requests
  • List Requests
  • List Request Types
  • List Signer Group Recipients
  • List Signer Groups
  • List Templates
  • List Users
  • Preview Template Merge

Changes 22

  • Create Folder
  • Create Request
  • Create Request From Merged Templates
  • Create Request From Template
  • Create Request Type
  • Create Signer Group
  • Create Template
  • Email Completed Request
  • Extend Request
  • Generate Embedded Signing URL
  • Generate Request Embedded Send URL
  • Generate Template Embedded Send URL
  • Mark Request For Correction
  • Merge Templates Into Request
  • Recall Request
  • Remind Request Recipients
  • Self Sign Request
  • Submit Request
  • Update Request
  • Update Request Type
  • Update Signer Group
  • Update Template

Deletes 3

  • Delete Document
  • Delete Request
  • Delete Template

Zoho Sign setup

  1. Registering your Zoho Sign app

    Create an app in Zoho Sign's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Zoho Sign

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 43 actions the agent may use. Start with lookups and add the ones that change Zoho Sign when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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