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Zoho Sign - Create PDF, Word, Excel Documents
Zoho Sign connects with Documentero to make it easy to generate and manage signed documents in different formats. You can set up automated workflows where completed or signed Zoho Sign documents trigger new .docx, .pdf, or .xlsx files from your custom templates in Documentero. This integration helps teams keep contracts, agreements, and records organized without manual file handling. It also supports multiple automation platforms like Zapier, Make, API, and Power Automate.
Zoho Sign
Documentero
Triggers
Watch Document Completed — Triggers when a document has been completed by all recipients.
Watch Document Declined — Triggers when a document has been declined by a recipient.
Watch Document Expired — Triggers when a document sent to a recipient has expired.
Watch Document Assigned to Somebody Else — Triggers when a document has been assigned to someone else by a recipient.
Watch Document Recalled — Triggers when a document sent using Zoho Sign has been recalled.
Watch Document Signed — Triggers when a document has been signed by a recipient.
Watch Document Viewed — Triggers when document has been viewed by recipient.
Watch Document Sent — Triggers when a new document has been sent in Zoho Sign
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Zoho Sign using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Zoho Sign using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Zoho Sign completed events
Create Word templates from Zoho Sign signed documents
Export Zoho Sign agreement details into Excel reports using Documentero
Generate follow-up letters when Zoho Sign documents are declined
Build internal compliance records from Zoho Sign signed contracts
Create client-ready invoices once Zoho Sign agreements are completed
Automatically produce archive files when Zoho Sign documents expire
Generate confirmation letters when Zoho Sign documents are viewed
Create notification reports when Zoho Sign documents are recalled
Export Zoho Sign workflow data into formatted templates with Documentero
How you can use Zoho Sign + Documentero
Generate signed contract copies
When a contract is signed in Zoho Sign, Documentero creates a PDF copy using your custom template for internal records.
Create client invoices
After a document is completed in Zoho Sign, Documentero automatically generates an invoice in .docx or .pdf format.
Build compliance reports
Each time a document is signed, Documentero produces an .xlsx report summarizing key contract details.
Prepare follow-up letters
If a document is declined in Zoho Sign, Documentero generates a pre-drafted follow-up letter in Word format.
Archive expired agreements
When a Zoho Sign document expires, Documentero creates a standardized PDF archive for record-keeping.
Setup Guides
Zapier Tutorial: Integrate Zoho Sign with Documentero
- Create a new Zap in Zapier.
- Add Zoho Sign to the zap and choose one of the triggers (Watch Document Completed, Watch Document Declined, Watch Document Expired). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zoho Sign trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Zoho Sign with Documentero
- Create a new scenario in Make.
- Add Zoho Sign to the scenario and choose one of the triggers (Watch Document Completed, Watch Document Declined, Watch Document Expired). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zoho Sign trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Zoho Sign with Documentero
- Create a new flow in Power Automate.
- Add Zoho Sign to the flow and choose one of the triggers (Watch Document Completed, Watch Document Declined, Watch Document Expired). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zoho Sign trigger.
- Test and save your flow.
