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Interact with the Zoho Sign API

Actions25

Template → Send For Signatures

AI-generated

Summary

Send a signature request using a specified Zoho Sign template to designated recipients, optionally pre-filling fields and choosing between quick submission or staged submission.

Inputs

  • Request Name (required) — Name to be given to the signature request.
  • Select Template (required) — The Zoho Sign template to send with, selected either from a list or by ID.
  • Notes — Optional message to send to all recipients in common.
  • Is QuickSend (required) — Determines if the request is sent immediately (true) or staged for further updates before submission (false).
  • Prefill Fields (required) — Indicates whether to include pre-filled fields in the template documents.
  • Prefill Fields Json — JSON data to prefill the template fields, required if Prefill Fields is true.
  • Actions Mapping Mode (required) — Selects the mode to specify recipient actions: 'Simple' for manual entry or 'Complex' to provide complete JSON.
  • Actions (required) — List of recipient actions defined by recipient email and name; used if Actions Mapping Mode is 'Simple'.
  • Actions JSON (required) — Raw JSON array of recipient actions to submit; used if Actions Mapping Mode is 'Complex'.
  • Simplify Output (required) — If true, returns a condensed response with key signature request details; otherwise returns full response data.

Output shape

a single record

The output includes details about the created signature request such as request ID, status, recipients' actions, document IDs, and optionally additional metadata depending on whether 'Simplify Output' is set to true or false. If 'Is QuickSend' is false, the returned request ID can be used to update the request before final submission.

Examples

Example 1: Send a template for signatures immediately to recipients with simple action mapping and no prefill fields, returning simplified output.

Request Name, Select Template (by list or ID), Is QuickSend set to true, Actions Mapping Mode set to simple with recipient emails/names, Simplify Output enabled.

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