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Assuming zohosign is required, the following 2 results were found.

  1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    that other recipients will complete Send it for your end-user to complete and sign it This comes back to a section called "ZohoSign Documents", download the attachment Go back to the contact record, and upload the file to the attachment... Some...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  2. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
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