Zoho Sign integration with n8n

Zoho Sign is a secure digital signature and workflow automation platform for businesses. Use this node to automate Zoho Sign operations directly from n8n workflows.

To learn more about Zoho Sign, visit our homepage, or contact sales with any questions.

• Prerequisites
• Installation
• Credentials
• Operations
• Compatibility

Prerequisites

• A Zoho Sign account
• n8n
• Access to OAuth 2.0 credentials (client ID and client secret)

Installation

Follow the n8n community nodes installation guide to install the Zoho Sign node.

If you use n8n as a self-hosted user, you can install this node even if it doesn't appear in the default node list. Follow GUI installation guide.

Package name: @zohosign/n8n-nodes-sign

Credentials

To use the Zoho Sign node, you will need to authenticate via Zoho OAuth 2.0.

Setting up OAuth 2.0

1. Visit Zoho OAuth 2.0 and follow the instructions to generate a client ID and client secret. Select Server-based Applications as the client type.

2. Make sure to select the correct Authorization URL and Access Token URL depending on your Zoho Sign domain.

3. Enter the client ID and client secret in the credential page of the n8n node and click Connect my account.

4. Once connected, your Zoho Sign account is ready to use in workflows.

Operations

The Zoho Sign node supports a range of document and template operations. Each operation listed below includes a link to its specific API documentation.

See all Zoho Sign API documentation.

Document operations

Get Many

Get all document requests in your account.

Get

Get a specific document request.

Requires Request ID (found via Get Documents List operation or in the Zoho Sign UI URL for the specific request).

Optional boolean Format Actions helps to transform the request actions array for use in request Update operation by providing a generalized structure with placeholders.

Get Form Data

See form data from a completed document.

Requires Request ID.

Get Folder List

See all folders in your account.

Get Field Types

See all field types supported by Zoho Sign.

Get Document Types

See all document types in your account.

Download PDF

Download a request's data.

Requires Request ID.

Download Particular PDF File

Download a specific PDF file in the request data.

Requires Request ID and Document ID.

Download Completion Certificate

Download the completion certificate for a completed request.

Requires Request ID.

Recall

Recall a signing request.

Requires Request ID, Reason (optional).

Remind Recipient

Send out a reminder email to recipients about a signing request.

Requries Request ID.

Create a New Folder

Create a new folder in your account.

Requires Folder Name.

Create New Document Type

Create a new document type for your account.

Requires Document Type Name and Document Type Description (optional).

Update Document Type

Update the name and description of a document type.

Requires Request Type ID, Document Category Name, and Document Category Description (optional).

Correct

Put a signing request in "CORRECTION" state so the admin can update it. Recipients cannot sign while the request is in this state. After making corrections, submit the request again to enable signing.

Requires Request ID.

Upload

Create a new request by uploading documents, or upload documents to a drafted request.

Requires Request ID.

Submit

Submit a document for signatures. This operation sends an email to all recipients to start the signing process. It will mark the document as "In progress" and prevent further editing unless the Correct Document operation is invoked with the request ID.

Requires Request ID.

Delete

Delete a request.

For a sent request, set In Progress = true to delete it. If not properly set, the request won't be deleted.

Requires Request IDs to Delete (a list of request IDs) and In Progress (Boolean field to indicate what type of document to delete).

{
	"data": ["38002000000070097", ...]
}

Extend

Change the expiration date for the signing request.

Requires Request ID and Expire By.

Update

Update the information regarding a signing request.

Template Operations

Get Many

Get all templates in your account.

Get

Get information regarding a particular template.

Requires Template ID.

Optional boolean Format Actions & Prefill fields helps you to format the output for use in Send For Signatures operation by providing a generalized structure with placeholders.

Upload

Create a new template by uploading a document or upload documents to an existing template.

Requires Template ID (optional; will upload the document to the corresponding template).

Send For Signatures

Send a signing request using a template as a base.

Requires Template ID, Is QuickSend (Boolean that determines whether quick send or new document request draft), and Prefill Fields (optional; required if prefill fields are present in the document and you're using quick send).

Delete

Deletes a template.

Requires Template ID.

Compatibility

This node is generally tested against and is compatible with the latest stable version of n8n. A minimum n8n version of 1.113.0 or higher is recommended.