ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record
- Joel Lipman
- Zoho
- Hits: 3255
This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant Deal record in CRM.
Why?
A client wants that when this field is entered and the document signed and returned, it attached the signed document to the Deal record.
How?
The following is the process from registering the app to call on the full API (grant code > refresh token > access token) and then the code to attach the document to the CRM record.