Using Zoho Sign integration with WordPress form builder, you can directly receive responses from your forms with Zoho Sign templates, as well as automate the entire document signing workflow.
First, you have to log-in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Sign. If you don’t have any form please create a new form. Please follow the screenshots below:
Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho Sign. Please follow the screenshots below:
Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below
Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.
A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.
Then copy the Client ID and Client Secret and paste it to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button.
1.Select the required (Template) from the dropdown which you created before in your Zoho Sign account.
- Then configure the recipient’s details. Here, you can configure to get the recipients’ names and email addresses directly from the form fields. If you already defined recipient’s details in Zoho Sign, these details automatically shown here.
Complete the all configuration and then click on the Save button to save your settings.
In the end, create Conditional Logics for triggering the integration. Select the integration which you created before.