Connect Docusign and Zoho Invoice integrations
Connect Docusign and Zoho Invoice with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Docusign and Zoho Invoice to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Sent after a recipient accepts an elastic template.
Sent after a recipient declines an elastic template.
Triggers when one of the selected events are fired in Docusign
Triggers when an envelope has been completed.
The envelope has been completed by all the recipients.
Sent when the envelope is correctedcorrected, opens in new window within the UI or via any of the Envelopes/EnvelopesRecipients API calls.
This event is sent when an envelope is created through the DocuSign eSignature UI or when an envelope's status is set to "created" after an Envelopes:create API call.
The envelope has been declined by one of the recipients.
This event is sent after an already-sent envelope is deleted, opens in new window.
This event is sent when all recipients have opened the envelope through the DocuSign signing website. This does not signify an email delivery of an envelope.
Sent when an envelope in created or draft state is deleted or discarded within the tagging UI.
Sent when the envelope is queued to be purged, opens in new window or via the Envelopes:update API call.
Sent when the envelope is resent, opens in new window within the UI or via the Envelopes:update API call.
This event is sent when the email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. The envelope remains in this state until all recipients have viewed the envelope.
The envelope has been voided by the sender or has expired. The void reason indicates whether the envelope was manually voided or expired.
Sent when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.
Sent when the recipient has completed their actions for the envelope, typically (but not always) by signing.
Sent when the recipient declines to sign the document(s) in the envelope.
Sent after a Delegation rule is in place and when a delegated signer is sent an envelope within the UI or the API.
Sent when the recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope.
Sent when the recipient selects Finish Later on an envelope.
Sent when the envelope is reassigned by a recipient within the UI.
Triggered when an envelope is resent to a recipient within the web application or using the EnvelopeRecipients : update API call.
This event is sent when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.
Sent when a template is createdtemplate is created, opens in new window within the UI or via the Templates:create API call.
Sent when a template is deleted within the UI or via the recycle bin API call recycle bin API call, opens in new window.
Sent when a template is modified within the UI or via the Templates:update API call.
Creates a contact with given information.
Creates a contact person for contact.
Creates a new credit note.
Creates a new expense category.
Creates an estimate for your customer.
Creates a billable or non-billable expense.
Creates an invoice for your customer.
Creates a new item.
Creates a new payment.
Creates a new price list.
Creates a new project.
Creates a new recurring expense.
Creates a new recurring invoice.
Delete an existing Contact.
Delete an existing contact person.
Deletes an existing credit note.
Deletes an existing estimate.
Deletes an existing expense.
Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.
Deletes an existing item. Items that are part of a transaction cannot be deleted.
Deletes an existing payment.
Deletes a price list.
Deletes an existing project.
Deletes an existing recurring expense.
Deletes an existing recurring invoice.
Deletes a task added to a project.
Deetes a logged time entry.
Email a credit note.
Emails an invoice to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.
Get details of a contact.
Get the details of a contact person.
Gets details of an existing credit note.
Get the details of an estimate.
Gets the detail of the expense.
Gets the details of an invoice.
Fetches details of an existing item.
Gets the details of an existing payment.
Fetches the details of an existing price list.
Gets the details of a project.
Gets the details of the recurring expense.
Gets the details of a recurring invoice.
Gets details of a time entry.
Logs time entries.
Performs an arbitrary authorized API call.
Mark a contact as active or inactive.
Marks a contact person as primary for contact.
Marks a draft estimate as send, accepted or declined.
Marks a invoice as sent, void, or draft.
Marks an item as active or inactive.
Marks project as active or inactive.
Stops or resumes an active recurring invoice.
Refunds credit note amount.
Refund the excess amount paid by the customer.
Update an existing contact. To delete a contact person remove it from the contact persons list.
Update details of an existing contact person.
Update details of an existing credit note.
Updates an existing estimate. To delete a line item just remove it from the line items list.
Update an existing expense.
Updates an existing invoice. To delete a line item just remove it from the line items list.
Updates the details of an existing item.
Updates an existing payment information.
Updates an existing Price List.
Updates details of a project.
Updates an exsiting recurring expense.
Updates a recurring invoice.
Updates the details of an existing task.
Updates logged time entry.
Lists all contact persons with pagination.
Lists all contacts with pagination.
Lists all the credit notes.
Lists all estimates with pagination.
List Expense categories along with pagination.
List all the expenses with pagination.
Lists all invoices with pagination.
Gets the list of all active items with pagination.
Lists all the refunds pertaining to an existing customer payment.
Lists all the payments made by your customer.
Gets the list of all the price lists with pagination.
Lists all projects with pagination.
Lists all the expenses with pagination.
Lists the details of all recurring invoices.
Lists all time entries with pagination.
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Build your Docusign and Zoho Invoice integrations.
Create custom Docusign and Zoho Invoice workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a recipient to the bulk send list
Sends envelopes based on a template to multiple recipients using a bulk send list.
Creates a bulk send list
Creates a long-lived pre-filled webform link (less secure, infinite duration)
Creates a secure Session Link for the filled webform (more secure, shorter duration)
Creates a signing group.
Creates a new template using a document.
Creates a contact with given information.
Creates a contact person for contact.
Popular Docusign and Zoho Invoice workflows.
Looking to get more out of Docusign and Zoho Invoice? With Make you can visually integrate Docusign and Zoho Invoice into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create Zoho Invoices from Etsy shop receipts
Every time a new Etsy shop receipt is created, Make will automatically create a new invoice on Zoho Invoice, email that invoice to a specific email address, and mark the invoice as sent.
TRY IT ->Send documents to sign via DocuSign from new records in Airtable
This template periodically checks for new records in Airtable and uses the retrieved information to send a document retrieved from Google Drive to sing via DocuSign. Your Airtable table should have at least these columns: 1) Name 2) Email 3) Last Modified The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Upload completed DocuSign document to Dropbox
Every time a document status is changed to Completed in DocuSign, the document will be uploaded to Dropbox.
TRY IT ->Send a document to sign via DocuSign from new form response in Typeform
Every time a new response is submitted in Typeform, a Google Drive document will be send to sign via DocuSign. This template expects your Typeform form to collect the following fields: 1. Name 2. Email
TRY IT ->Update envelope status of DocuSign document in a Google Sheets spreadsheet
This template periodically checks for documents status in DocuSign and uses the retrieved information to update the corresponding record in a Google Sheets spreadsheet. The template is using [this sample](https://docs.google.com/spreadsheets/d/17duV_jKnh8If9N4xZjQ3zLuasyUUyBy_fef5kxiD4OY/edit?usp=sharing) Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Send a Slack message from DocuSign envelope status change
Every time a new event occurs in DocuSign, a Slack message will be sent immediately.
TRY IT ->Create Zoho Invoices from Shopify orders and uploading them to Nextcloud
Every time a new order is created on Shopify, Make will automatically create a new invoice on Zoho Invoice and upload it as a pdf to Nextcloud.
TRY IT ->Import signed documents from DocuSign to Google Drive
After 7 days, all documents are downloaded from DocuSign and uploaded to Google Drive. The scenario is designed to run every Monday.
TRY IT ->Email Zoho Invoice
This templates retrieves all your new draft invoices from Zoho and emails them to the specified customers. The body of each email can be dynamically customised for your needs.
TRY IT ->
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