Trello + Zoho Sign

Move signed Zoho Sign documents to a new list in Trello

Enhance your productivity with this efficient document management workflow. When a document gets signed in Zoho Sign, it swiftly moves a matching card to a specified list on your Trello board. The streamlined link between Zoho Sign and Trello allows you to manage your signed documents and associated tasks effectively. Stay on top of tasks and stay organized effortlessly with this smooth workflow, eliminating redundant manual work.

When this happens...
Document Signed
Triggers when a document is Signed
TriggerInstant
automatically do this!
Move Card to List
Moves a specific card to a list on a specific board.
ActionWrite

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Supported triggers and actions

What does this mean?

Document Completed
Triggers when a document is completed.
Trigger
Instant
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Document Expired
Triggers when a document expires
Trigger
Instant
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Document Signed
Triggers when a document is Signed
Trigger
Instant
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- Request IDRequired
Action
Write
Send Template
Send a template for signing
Action
Write

New Board
Triggers when a new board is added.
Trigger
Scheduled
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- Board
- List
- Card
Trigger
Scheduled
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- ActivityRequired
Trigger
Instant
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- Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Scheduled
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- BoardRequired
Trigger
Scheduled
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- BoardRequired
- Label
Trigger
Instant
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- BoardRequired
Trigger
Scheduled
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- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Write
- Board
- List
- CardRequired
- File Attachments
- URL Attachments
Action
Write
- BoardRequired
- From List
- CardRequired
- To Board
- To ListRequired
Action
Write
- Board
- List
- CardRequired
- Card Name
- Card Description
- Card Due Date
- Due Complete
- Card Position
Action
Write
- BoardRequired
Action
Write
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist ItemRequired
Action
Write
- Board
- List
- Card
- ChecklistRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- BoardRequired
- Label NameRequired
Action
Search
- BoardRequired
- List
- Card
- SearchRequired
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

Document Declined
Triggers when a document is declined
Trigger
Instant
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Document Recalled
Triggers when a document is recalled.
Trigger
Instant
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- Request Id
Action
Write
- Request IdRequired
Action
Write
Send Template (For Testing Purpose)
Send a template for signing(for testing purposes), with testing credits. The documents sent using this action will not consume any additional Zoho Sign credits and the document will be watermarked as 'For testing purpose only'.
Action
Write
- Board
- List
- Filter
Trigger
Scheduled
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- Board
- List
- Card
Trigger
Scheduled
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- BoardRequired
- ListRequired
- Card
Trigger
Instant
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- BoardRequired
- CardRequired
Trigger
Instant
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- BoardRequired
Trigger
Scheduled
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- BoardRequired
Trigger
Scheduled
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New Notification
Triggers when you get a new notification in Trello.
Trigger
Scheduled
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- Organization
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- List
- CardRequired
Action
Write
- BoardRequired
- LabelRequired
- List
- CardRequired
Action
Write
- BoardRequired
- Member(s)Required
- List
- CardRequired
Action
Write
- Board
- List
- CardRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Write
- Board
- List
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
- NameRequired
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- BoardRequired
- Label NameRequired
- Color
Action
Write
- BoardRequired
- List
- CardRequired
- LabelRequired
Action
Write
- BoardRequired
- List NameRequired
Action
Search
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- SearchRequired
Action
Search
- Organization
- Board
- List
- Card NameRequired
Action
Search
- BoardRequired
- Label NameRequired
- Color
Action
Search or write
- BoardRequired
- List
- CardRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Search or write
- Organization
- BoardRequired
- ListRequired
- Card NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Search or write

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Learn more

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About Zoho Sign

Zoho Sign is a complete digital signature app for generating and managing legally binding business documents using automated workflows.

Learn more

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Trello + Zoho Sign

Move signed Zoho Sign documents to a new list in Trello

Document Completed

Document Expired

Document Signed

Get Document Form Data

Send Template

New Board

Card Archived

New Activity

Card Due

New Checklist

New Label Added to Card

New Member on Board

Create Checklist Item in Card

Create Card

Add Attachment to Card

Move Card to List

Update Card

Close Board

Complete Checklist Item in Card

Delete Checklist in Card

Create List

Find Label on Board

Find Checklist

Find Board

Find Member

Find or Create List on a Board

Find or Create Board

Document Declined

Document Recalled

Download PDF

Get Document Details

Send Template (For Testing Purpose)

New Card

New Comment in Card

Card Moved to List

Card Updated

New Label

New List

New Notification

Create Board

Archive Card

Add Label to Card

Add Members to Card

Add Checklist to Card

Create Comment

Copy Board

Create Label

Remove Label from Card

Find List on a Board

Find Checklist Item

Find Card

Find or Create Label

Find or Create Checklist

Find or Create Card

About Trello

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About Zoho Sign

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