Bookly to Zoho Sign Integration
FormBridge for Zoho Pro
A Bookly to Zoho Sign integration sends every booking from your WordPress site straight into Zoho Sign, with no copying and pasting and no code.
FormBridge for Zoho connects Bookly to Zoho Sign through a single feed. This guide covers the complete process in 11 steps, from creating the feed and picking the trigger to configuring the Zoho Sign destination, mapping the fields and testing the result.
The Zoho Sign destination is part of FormBridge for Zoho Pro. See how to buy FormBridge for Zoho Pro.
Supported sources and Zoho apps
FormBridge for Zoho connects these WordPress sources with your Zoho apps. This page follows the Bookly to Zoho Sign route from start to finish.
WordPress form plugins
- Elementor Forms
- Contact Form 7
- WPForms
- Gravity Forms
- Fluent Forms
- Ninja Forms
- Forminator Forms
- Formidable Forms
- Happyforms
- SureForms
Zoho apps
- Zoho CRM
- Zoho Books
- Zoho Desk
- Zoho Bigin
- Zoho Campaigns
- Zoho Marketing Automation
- Zoho Inventory
- Zoho FSM
- Zoho People
- Zoho Creator
- Zoho Recruit
- Zoho Projects
- Zoho Sheet
- Zoho Sign
- Zoho Analytics
- Zoho Cliq
- Zoho SalesIQ
Before you start
- Bookly is installed and activated.
- You’ve set up at least one service, so customers can book.
- FormBridge for Zoho Pro is installed and your licence is active.
- The template exists in Zoho Sign, with its recipients and signing order already set, and your form collects a name and an email address for every signer.
- Your Zoho account is authorised for Zoho Sign under FormBridge for Zoho → Connections. If it isn’t, follow the guide to creating a Zoho connection.
How to connect Bookly to Zoho Sign
11 steps, from creating the feed to a live booking reaching Zoho Sign.
Steps 1–4 · Trigger and details
Step 1: Create a new integration feed
FormBridge for Zoho › All FeedsIn your WordPress dashboard, open FormBridge for Zoho, click All Feeds, then click + Add New Feed.
Open All Feeds and click + Add New Feed. Step 2: Select Bookly as the trigger
New feed › Trigger appFrom the list of trigger apps, select Bookly. The feed will now run on your booking data instead of a form.
Select Bookly from the trigger apps. Step 3: Enter a feed title
Name this feed › Feed titleOn the Name this feed screen, enter the required information. In the Feed title field, enter a name of your choice.
Enter a feed title you’ll recognise later. Step 4: Select your Event
New feed › EventFrom the provided dropdown menu, select the Event you want to connect with FormBridge for Zoho.For example, select Bookly Customer, then click Continue.
Each feed sends data to a single Zoho app. To send the same bookings to a second app, create another feed.
One feed, one destinationEach feed sends data to a single Zoho app. To send the same bookings to a second app, create another feed.
Choose your Bookly event, then click Continue.
Steps 5–11 · Destination and mapping
Step 5: Select your account
Destination › AccountOn the Destination step, open the Account dropdown and choose the Zoho account you authorised under FormBridge for Zoho → Connections. Documents are created in this account.
No account in the list?Use Connect account at the top of the panel, or create the connection first and return to the feed. Learn how to create a Zoho connection.
Choosing the connected Zoho account. Step 6: Select Zoho Sign as the Zoho app
Destination › Zoho appOpen the Zoho app dropdown and select Zoho Sign. The dropdown lists every app your account is authorised for.
Zoho Sign not in the list?The connection must include Zoho Sign. Open FormBridge for Zoho → Connections, choose Edit access for the account, tick Zoho Sign and reauthorise. Zoho grants only the permissions asked for when a connection is made.
Selecting Zoho Sign as the Zoho app. Step 7: Select the template and what it should do
Destination › ModuleFrom the Module dropdown, choose the Zoho Sign template the document should be built from. Each template is listed twice, once for each action:
- Template “…”: create a draft (not sent) — builds the document and leaves it as a draft, so you can check it and send it yourself from Zoho Sign.
- Template “…”: create and send for signature — builds the document and emails the signature request straight away.
Start with the draft option while you are testing, then switch to send for signature once the mapping is right. Use the reload button beside the dropdown if a template you just built isn’t listed yet.
Choosing the template and the action. Step 8: Set duplicate handling and continue
Destination › Duplicate handlingDuplicate handling decides what happens when Zoho already holds a record for the same person. Leave Update the matching Zoho record instead of creating a duplicate clear if every submission should produce its own document, which is usually what you want for signatures.
Then click Continue to move on to the mapping step.
Setting duplicate handling, then continuing to the mapping step. Step 9: Map the signer fields
Mapping › Field mappingOn the Mapping step, give each Zoho field a form field. Both lists load on their own: the Zoho fields come from the template you chose, and the form fields from your form.
Every recipient in the template gets its own locked Required rows — Recipient 1: signer name and Recipient 1: signer email, then the same pair for each further recipient. Map a form field to each one, so Zoho Sign knows who to send the document to. A two-signer template needs four values, so the form must collect a name and an email for both people.
Mapping form fields to the template’s signer fields. Step 10: Send fixed values and add more rows
Mapping › Static valueClick + Add mapping row to fill more of the template’s fields. To send the same value every time, set Source to Static value: the form field column greys out and you type the value in the Static value box instead.
Two worth setting this way are Document name, which is what the signer sees in their inbox and in Zoho Sign, and Note to recipients, the short message that goes out with the signature request.
Setting the document name and the note to recipients. Step 11: Set conditions and create the feed
Mapping › Conditional logic and Create feedConditional logic lets a feed send a document only for the submissions you want, which matters here because each one emails a real person. Turn on Only send when the conditions below match, then build your rules: conditions inside a group must all match, and a record passes if it matches any one group. While the switch is off the feed sends every record it receives, and any rules you have written are kept but not applied.
Read the full conditional logic guide →
When the mapping is ready, click Create feed. The feed starts listening to the selected form straight away, so submit the real form once, using your own email address, to confirm the whole flow.
Setting conditional logic, then creating the feed. A test sends a real signature requestWith the module set to create and send for signature, a test creates a document from the template and emails a real request to the mapped addresses. Use your own addresses while testing, or pick the draft option until you are ready.
Delivery logsEvery delivery, successful or failed, is recorded under FormBridge for Zoho → Logs. Failed deliveries can be sent again with Resubmit.
- One feed listens to exactly one form. If two forms should send documents, create two feeds.
- Changing the account, app or template after mapping clears the mapping rows, so set those first.
- The recipients and the signing order come from the template, so edit those in Zoho Sign rather than here.
Verify the integration
- Submit the real form using your own name and email address as the signer.
- Check the log under FormBridge for Zoho → Logs and confirm the delivery succeeded.
- Find the document in Zoho Sign and check its status: a draft, or out for signature.
- Check the details: the document name, the note, and every recipient.
- Open the email you received and make sure the signing link works.
Troubleshooting
Pick the symptom you’re seeing to get the fix.
No document is created
- Likely cause
- A required recipient row has no value.
- How to fix it
- Check the locked Required rows on the mapping step. Every recipient needs both a signer name and a signer email. Then open the Logs screen for the error Zoho Sign returned.
Zoho Sign missing from the dropdown
- Likely cause
- The connection was authorised before Sign was added.
- How to fix it
- Open Connections → Edit access for the account, tick Zoho Sign and reauthorise.
The document stays a draft
- Likely cause
- The module is set to create a draft (not sent).
- How to fix it
- Edit the feed and choose create and send for signature in Step 3, or open the draft in Zoho Sign and send it yourself.
The signer never gets the email
- Likely cause
- The mapped email address is wrong, or the email went to spam.
- How to fix it
- Check the signer email mapping, then look at the document in Zoho Sign to see its recipient status. Ask the signer to check their spam folder.
Only one signer gets the document
- Likely cause
- The second recipient’s rows are mapped to the wrong form fields.
- How to fix it
- Check that Recipient 2: signer name and Recipient 2: signer email point at the form’s second name and email fields, not the first pair.
A template is missing from the list
- Likely cause
- The list was loaded before the template existed.
- How to fix it
- Use the reload button beside the Module dropdown, then pick the template again.
Still stuck? Email the failed entry from the Logs screen to support@techwavesolutions.net.
Frequently asked questions
Do I need a form plugin for this?
No. Bookly is the trigger itself, so no separate form plugin is involved. Form plugins are only needed when the data comes from a form.
Can I send Bookly data to several Zoho apps?
Yes. Create one feed per Zoho app and select Bookly as the trigger in each feed.
Do I need coding for the Bookly Zoho integration?
No. FormBridge for Zoho is set up entirely from its settings screens. You select the trigger, pick a Zoho app and map the fields without writing any code.
How do I check that a booking reached Zoho?
Make a test booking, then open FormBridge for Zoho → Logs. Every delivery is listed with its result, and failed deliveries can be resubmitted.
What is the difference between create a draft and create and send for signature?
Create a draft builds the document in Zoho Sign and leaves it unsent, so you can check it first. Create and send for signature builds it and emails the signature request straight away.
Why does each template appear twice in the Module list?
Once for each action. The same template is listed as create a draft (not sent) and as create and send for signature, so you pick the template and what should happen to it in one step.
Can a form send a document to more than one signer?
Yes. Every recipient in the template gets its own required signer name and signer email rows on the mapping step, so map a form field to each one.
Where do the recipients and the signing order come from?
From the template itself. Edit the template in Zoho Sign to change who signs and in what order; the feed follows whatever the template is set to.
What is Note to recipients?
A short message that goes out with the signature request. Send the same note every time with a static value row, or map a form field to it.
Related guides
Setting this up with a different trigger or a different Zoho app? Start from the matching guide.
- Create a Zoho connection
- All FormBridge triggers
- Zoho CRM action guide
- Zoho Books action guide
- Zoho Bigin action guide
- Zoho Desk action guide
- Zoho Campaigns action guide
- Zoho Marketing Automation action guide
Still stuck? Email the failed entry from the Logs screen to support@techwavesolutions.net.
