Docusign and Zoho Desk Integration

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Automate contracts: connect Docusign signatures to Zoho Desk tickets, triggering updates when documents are signed. Use Latenode's visual editor and JavaScript nodes for custom logic, scaling contract workflows affordably.

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Docusign

Zoho Desk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Docusign and Zoho Desk

Create a New Scenario to Connect Docusign and Zoho Desk

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Docusign, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docusign or Zoho Desk will be your first step. To do this, click "Choose an app," find Docusign or Zoho Desk, and select the appropriate trigger to start the scenario.

Add the Docusign Node

Select the Docusign node from the app selection panel on the right.

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Docusign

Configure the Docusign

Click on the Docusign node to configure it. You can modify the Docusign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Docusign

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Connect Docusign

Sign In

Run node once

Add the Zoho Desk Node

Next, click the plus (+) icon on the Docusign node, select Zoho Desk from the list of available apps, and choose the action you need from the list of nodes within Zoho Desk.

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Docusign

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Zoho Desk

Authenticate Zoho Desk

Now, click the Zoho Desk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Desk settings. Authentication allows you to use Zoho Desk through Latenode.

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Docusign

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Zoho Desk

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Sign In

Run node once

Configure the Docusign and Zoho Desk Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect Zoho Desk

Zoho Desk Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Docusign and Zoho Desk Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Zoho Desk

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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring Docusign, Zoho Desk, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Docusign and Zoho Desk integration works as expected. Depending on your setup, data should flow between Docusign and Zoho Desk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Docusign and Zoho Desk

Docusign + Zoho Desk + Google Sheets: When a Docusign envelope status is updated (completed or signed), download the signed document and find the corresponding contact in Zoho Desk. Then, add a row to a Google Sheet with the document details and contact information for tracking purposes.

Zoho Desk + Docusign + Slack: When a new ticket is created in Zoho Desk, send a document via Docusign using a template to the contact associated with the ticket. Notify the relevant agent on Slack about the sent document.

Docusign and Zoho Desk integration alternatives

About Docusign

Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.

About Zoho Desk

Integrate Zoho Desk with Latenode to automate support workflows. Automatically create tickets from specific events, update customer data across systems, or trigger custom actions based on ticket status. Use Latenode's visual editor and no-code tools to streamline processes and improve response times, scaling your support operations without code.

See how Latenode works

FAQ Docusign and Zoho Desk

How can I connect my Docusign account to Zoho Desk using Latenode?

To connect your Docusign account to Zoho Desk on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Docusign and click on "Connect".
  • Authenticate your Docusign and Zoho Desk accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Zoho Desk tickets upon Docusign completion?

Yes, you can! Latenode's visual builder makes this easy. Automatically update ticket statuses in Zoho Desk when a document is fully signed in Docusign, streamlining workflows.

What types of tasks can I perform by integrating Docusign with Zoho Desk?

Integrating Docusign with Zoho Desk allows you to perform various tasks, including:

  • Create Zoho Desk tickets when a Docusign envelope is sent.
  • Update a contact in Zoho Desk after a Docusign signing.
  • Send documents from Docusign when a Zoho Desk ticket is created.
  • Track Docusign envelope status within Zoho Desk tickets.
  • Automatically generate contracts upon new Zoho Desk contact creation.

What Docusign envelope data can I access within Latenode workflows?

Latenode allows you to access all envelope data, including signer information, document IDs, and completion status, triggering advanced automations.

Are there any limitations to the Docusign and Zoho Desk integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Bulk operations on very large datasets might require optimization.
  • Custom Docusign templates need to be properly configured.
  • Advanced conditional logic may require JavaScript knowledge.

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