Connect Espo CRM and Zoho Sign
Integrate Espo CRM with Zoho Sign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Document Form Data from Zoho Sign when New Lead in Espo CRM
Get Document Form Data from Zoho Sign when Lead Status Updated in Espo CRM
Create Lead in Espo CRM when When a document is sent for signature or approval from Zoho Sign
Get Lead from Espo CRM when When a document is sent for signature or approval from Zoho Sign
Update Lead in Espo CRM when When a document is sent for signature or approval from Zoho Sign
Popular Espo CRM + Zoho Sign flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Zoho Sign
Automatically do this!
Get Document Details
Get Document Form Data
Create Signature Document
Get Document Form Data from Zoho Sign when New Lead in Espo CRM
Use this flowGet Document Form Data from Zoho Sign when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when When a document is sent for signature or approval from Zoho Sign
Use this flowGet Lead from Espo CRM when When a document is sent for signature or approval from Zoho Sign
Use this flowUpdate Lead in Espo CRM when When a document is sent for signature or approval from Zoho Sign
Use this flowFind Leads by Text Filter in Espo CRM when When a document is sent for signature or approval from Zoho Sign
Use this flowCreate Lead in Espo CRM when When a document is completed by all recipients in Zoho Sign
Use this flowGet Lead from Espo CRM when When a document is completed by all recipients in Zoho Sign
Use this flowUpdate Lead in Espo CRM when When a document is completed by all recipients in Zoho Sign
Use this flowFind Leads by Text Filter in Espo CRM when When a document is completed by all recipients in Zoho Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Zoho Sign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
When a document is sent for signature or approval
Runs the workflow automatically when a document is sent for signature or approval.
When a document is completed by all recipients
Runs the workflow automatically whenever any document is fully signed and approved by all recipients.
When a document sent for signature or approval expires
Runs the workflow automatically when a document sent for signature or approval expires.
When a document sent for signature or approval is recalled by the sender
Runs the workflow automatically when a document that was sent for signature or approval is recalled by the sender.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Get Document Details
Get details for a specific document.
Get Document Form Data
Retrieve filled form fields from a specific document.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
About Zoho Sign
Zoho Sign is a digital signature app for business signatories. It helps you securely sign, send, and manage documents online, streamlining your workflow and ensuring compliance with legal standards.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Zoho Sign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Zoho Sign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho Sign. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Zoho Sign, and a separate workflow where Zoho Sign triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Zoho Sign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Zoho Sign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
