In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Create custom SignRequest and Zoho CRM workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Create document
In order to send out a SignRequest, we first need to create a document.
Delete document
Delete a document for the owner of the document.
Create document
Create a document using the REST API.
List documents
Retrieve a list of Documents
Retrieve document
Retrieve a Document
Create signrequest
Use the signrequests endpoint to send a SignRequest using the URL returned from the documents endpoint.
Resend signrequest email
Resend the SignRequest email as a reminder to all signers who didn't sign yet.
Cancel signrequest
Cancel a SignRequest that has not been fully signed or declined yet.
Add attachment to SignRequest
Attachments can be added to a SignRequest before it is created.
List document-attachments
Retrieve a list of Document Attachments
Retrieve document-attachment
Retrieve a Document Attachment
Quick create SignRequest
Create a document and send the SignRequest in one API call.
Create embed URL
Generates an embed URL for signers to sign documents.
Create team
Creates a new team for integration partners.
Create application
Creates an application for OAuth2 authorization.
Get authorization code
Retrieve an authorization code.
Request token
Request a new (refresh) token.
Revoke token
Revoke a token.
List API tokens
Retrieve a list of API tokens.
List AuditEvents
Retrieve a list of AuditEvents.
List documents
Search interface for fast (autocomplete) searching of documents.
To set up SignRequest integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to SignRequest to query the data you need using the API endpoint URLs you provide.
See the example hereThese API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the SignRequest official documentation to get a full list of all API endpoints and verify the scraped ones!
Create
Create an account
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Update
Update an account
Create
Create a contact
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create a deal
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create an invoice
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete an invoice
Get
Get an invoice
Get Many
Get many invoices
Update
Update an invoice
Create
Create a lead
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Fields
Get lead fields
Get Many
Get many leads
Update
Update a lead
Create
Create a product
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a product
Get
Get a product
Get Many
Get many products
Update
Update a product
Create
Create a purchase order
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a purchase order
Get
Get a purchase order
Get Many
Get many purchase orders
Update
Update a purchase order
Create
Create a quote
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a quote
Get
Get a quote
Get Many
Get many quotes
Update
Update a quote
Create
Create a sales order
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a sales order
Get
Get a sales order
Get Many
Get many sales orders
Update
Update a sales order
Create
Create a vendor
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a vendor
Get
Get a vendor
Get Many
Get many vendors
Update
Update a vendor
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