Caddi

Zoho Sign is a Caddi-managed connector. There is no Zoho API Console application to create and nothing for an administrator to configure — you sign in to Zoho and approve Caddi.

In Caddi, open Settings, then Integrations, and go to the My Connections tab.

Find Zoho Sign and click Connect +.

Review the permissions on Zoho's consent screen and click Accept.

You'll be returned to Caddi with the connection active.

1. In Caddi, open Settings, then Integrations, and go to the My Connections tab.
2. Find Zoho Sign and click Connect +.
3. Sign in to Zoho.
4. Review the permissions on Zoho's consent screen and click Accept.
5. You'll be returned to Caddi with the connection active.

Caddi acts as you. Documents, templates and requests Caddi can see are the ones your Zoho Sign account can see. Anything Caddi sends out is attributable to you in Zoho Sign's audit trail.

<code>openid</code>, <code>email</code> and <code>profile</code> are always part of the grant. Caddi uses them to identify who connected.

Access tokens last an hour and are renewed in the background. Zoho refresh tokens stay valid until revoked, so the connection continues to renew without action from you.

Zoho asks for consent every time you connect, even if you have approved Caddi before.

- Caddi acts as you. Documents, templates and requests Caddi can see are the ones your Zoho Sign account can see. Anything Caddi sends out is attributable to you in Zoho Sign's audit trail.
- <code>openid</code>, <code>email</code> and <code>profile</code> are always part of the grant. Caddi uses them to identify who connected.
- Access tokens last an hour and are renewed in the background. Zoho refresh tokens stay valid until revoked, so the connection continues to renew without action from you.
- Zoho asks for consent every time you connect, even if you have approved Caddi before.

Connecting fails saying Zoho returned no user

The identity permissions were not granted. Disconnect, connect again, and approve the full request including <code>openid</code>, <code>email</code> and <code>profile</code>.

A document or template is invisible to Caddi

Your Zoho Sign account cannot see it either. Check the document's sharing in Zoho Sign, or connect with the account that owns it.

The permissions granted at sign-in were narrower than the loop needs. Disconnect, reconnect, and approve the full request.

Sign-in succeeds but Zoho rejects the token afterwards

Zoho runs separate data centres (<code>zoho.com</code>, <code>zoho.eu</code>, <code>zoho.in</code>, <code>zoho.com.au</code> and others) and a token issued in one is not valid in another. If your Zoho account is in a different data centre, contact Caddi support.

Still stuck? Contact Caddi support with the exact error message you're seeing and the time it occurred.

<a href="https://www.zoho.com/sign/api/oauth.html" rel="nofollow noopener noreferrer" target="_blank">OAuth 2.0</a> — Zoho Sign API docs

<a href="https://www.zoho.com/accounts/protocol/oauth/sign-in-using-zoho.html" rel="nofollow noopener noreferrer" target="_blank">Sign in using Zoho</a> — Zoho Accounts OAuth docs

- <a href="https://www.zoho.com/sign/api/oauth.html" rel="nofollow noopener noreferrer" target="_blank">OAuth 2.0</a> — Zoho Sign API docs
- <a href="https://www.zoho.com/accounts/protocol/oauth/sign-in-using-zoho.html" rel="nofollow noopener noreferrer" target="_blank">Sign in using Zoho</a> — Zoho Accounts OAuth docs

Connecting your Zoho Sign account to Caddi

Zoho Sign Setup

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Zoho Sign Setup

Before you start

Step 1: Connect your account

How the connection behaves

Troubleshooting

Connecting fails saying Zoho returned no user

A document or template is invisible to Caddi

Sending a document for signature fails

Sign-in succeeds but Zoho rejects the token afterwards

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