Alchemer Workflow Zoho Sign Initiator

The Zoho Sign initiator is included with Alchemer Workflow. If you are interested in purchasing Alchemer Workflow, please contact us for additional information.


Alchemer's Zoho Sign initiator is purpose-built to enhance Workflow efficiency and facilitate feedback collection within your business processes. With this integration, events that occur in Zoho Sign can automatically trigger Workflows in Alchemer, enabling you to gather valuable feedback at key touch points. 

You can initiate workflows whenever the following events occur in Zoho Sign: 

Event Sent For


Triggers when documents are sent for signatures. 


Triggers when documents are viewed by one of the recipients.

Signed by a recipient

Triggers when documents are signed or approved by one of the recipients.

Completed by all 

Triggers when documents are completely signed and approved by all recipients.


Triggers when documents are declined by one of the recipients


Triggers when documents are reassigned by one of the recipients to be signed or approved by another person.


Triggers when documents are sent for signatures and the approval expires.


Triggers when documents are sent for signatures or approval are recalled by the sender.

The Zoho Sign initiator uses webhooks. Learn more about creating webhooks in Zoho Sign here.


1. Create a new Workflow.

2. Name your Workflow.

3. After creating a new Workflow, select Zoho Sign as your Workflow initiator.

4. Select "Zoho Sign Webhook" and click the "Next" button. 

5. Hit "Next" on the initiator overview screen.

6. In Zoho Sign, create a webhook that when fired will initiate the Workflow in Alchemer. 

To configure this initiator you must set up a webhook in Zoho Sign.

1. When composing the new webhook in Zogo Sign, set the Webhook URL to the endpoint supplied by Alchemer. 

2. Setup the webhook in Zoho Sign and select the events you want. You can select any or all of the available events. 

3. Test the Webhook to make sure sure everything works like you expect.

For more information on creating webhooks in Zoho Sign, refer to their documentation

7. Click the "Save" button to complete configuration for this initiator.

Merge Codes

When the webhook fires, Zoho Sign will pass the following fields to Alchemer Workflow. After configuring this initiator, you can use these fields in merge codes, logic, and other Workflow features.

For more information on how to use these merge codes in your Workflow, check out this article.

 Fields for Zoho Sign initiator

Zoho Sign | Webhook | action_time

Zoho Sign | Webhook | actions

Zoho Sign | Webhook | actions[0] | action_id

Zoho Sign | Webhook | actions[0] | action_status

Zoho Sign | Webhook | actions[0] | action_type

Zoho Sign | Webhook | actions[0] | allow_signing

Zoho Sign | Webhook | actions[0] | is_embedded

Zoho Sign | Webhook | actions[0] | is_revoked

Zoho Sign | Webhook | actions[0] | recipient_countrycode

Zoho Sign | Webhook | actions[0] | recipient_email

Zoho Sign | Webhook | actions[0] | recipient_name

Zoho Sign | Webhook | actions[0] | recipient_phonenumber

Zoho Sign | Webhook | actions[0] | signing_order

Zoho Sign | Webhook | actions[0] | verify_recipient

Zoho Sign | Webhook | document_ids

Zoho Sign | Webhook | document_ids[0] | document_id

Zoho Sign | Webhook | document_ids[0] | document_name

Zoho Sign | Webhook | document_ids[0] | document_order

Zoho Sign | Webhook | document_ids[0] | document_size

Zoho Sign | Webhook | document_ids[0] | is_editable

Zoho Sign | Webhook | document_ids[0] | total_pages

Zoho Sign | Webhook | document_ids[1] | document_id

Zoho Sign | Webhook | document_ids[1] | document_name

Zoho Sign | Webhook | document_ids[1] | document_order

Zoho Sign | Webhook | document_ids[1] | document_size

Zoho Sign | Webhook | document_ids[1] | is_editable

Zoho Sign | Webhook | document_ids[1] | total_pages

Zoho Sign | Webhook | document_ids[2] | document_id

Zoho Sign | Webhook | document_ids[2] | document_name

Zoho Sign | Webhook | document_ids[2] | document_order

Zoho Sign | Webhook | document_ids[2] | document_size

Zoho Sign | Webhook | document_ids[2] | is_editable

Zoho Sign | Webhook | document_ids[2] | total_pages

Zoho Sign | Webhook | is_deleted

Zoho Sign | Webhook | is_sequential

Zoho Sign | Webhook | modified_time

Zoho Sign | Webhook | owner_email

Zoho Sign | Webhook | owner_first_name

Zoho Sign | Webhook | owner_id

Zoho Sign | Webhook | owner_last_name

Zoho Sign | Webhook | request_id

Zoho Sign | Webhook | request_name

Zoho Sign | Webhook | request_status

Zoho Sign | Webhook | request_type_id

Zoho Sign | Webhook | request_type_name

Zoho Sign | Webhook | self_sign

Zoho Sign | Webhook | zsdocumentid

Use Cases

Here some example Use Cases for the Alchemer Workflow Zoho Sign initiator. 

  • Initiate a customer onboarding Workflow after a new customer signs final paperwork in Zoho Sign. 
  • Send feedback surveys to customers at key milestones, after they complete paperwork in Zoho Sign.
  • Keep internal teams informed with email or Slack updates if documents sent for approval expire, are reassigned, or are recalled. 


 What permissions do I need within Alchemer to set-up and use the Zoho Sign initiator?

1. The Integration Manager Permission is required to set-up and use the Zoho Sign initiator. If you don't have this permission you will see the following message when selecting an initiator:
2. To grant this permission to someone on your team, go to the left-side product navigation and select the Account drop-down, then click on the user management tab.
3.  Then select the Users tab under User Management.
4. Click your username or the username for another member of your team.
5. Scroll down to the Permissions section and check if the Integration Manager box is checked. If you are an admin you can check the box for other members of your team.

 Can multiple Workflows initiate off the same Zoho Sign initiator?

Yes, you can create an unlimited number of Workflows that listen to the same initiator. However, you will need to create a new Workflow and configure the initiator each time. 

 This initiator doesn't fit my use cases, or I want to provide feedback to the Alchemer Product Team!

Alchemer is committed to continuously releasing updates and enhancements to our Workflow initiators. If you have specific use cases, questions, or just general feedback, we would love to hear it. Contact us here!

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