Zoho Sign GoCardless

Zoho Sign + GoCardless Integrations, Built by an AI Agent

Put Zoho Sign + GoCardless to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Zoho Sign and GoCardless below — describe the exact one you want above and the Agent builds it on demand.

Zoho Sign + GoCardless When a document is recalled in Zoho Sign, update or cancel payment status in GoCardless. See details
Start subscriptions when contracts are signed When an envelope is signed in Zoho Sign, automatically create a new customer and activate their recurring plan in GoCardless. See details
Send renewal contracts to new billing contacts When a new customer is added in GoCardless, automatically send a standard service agreement envelope for signature using Zoho Sign. See details
Cancel subscriptions if signatures are declined When an agreement envelope is declined in Zoho Sign, update the customer status and cancel the subscription in GoCardless. See details

Browse the full workflow library →

Looking to achieve something else with Zoho Sign and GoCardless?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Zoho Sign and GoCardless

Everything Zoho Sign and GoCardless can do inside a workflow — the triggers that start one and the actions that run when it fires.

Zoho Sign Explore Zoho Sign →

Zoho Sign is a digital signature platform that allows organizations to securely sign, send, and track legally binding documents.

Triggers
Document Completed

Triggers when an envelope or document is completed i.e. signed and approved by all recipients.

Document Declined

Triggers when an envelope or document is declined.

Document Expired

Triggers when an envelope or document expires.

Document Recalled

Triggers when an envelope or document is recalled.

Document Signed

Triggers when an envelope or document is signed or approved by a recipient.

Actions
Get Document Files

Gets the document files in the PDF or ZIP format.

Get Document Form Data

Retrieves the field data filled by signers from a particular envelope or document.

Get Document Details

Get details of a particular envelope or document.

Send Template

Send a template for signing.

Send Template (For Testing Purpose)

Send a template for signing for testing purposes (up to 50 envelopes a month). The envelopes sent using this action will not consume any Zoho Sign credits and the documents will be watermarked with the 'For testing purpose only' note.

GoCardless Explore GoCardless →

GoCardless is a global direct debit payment solution that enables businesses to collect recurring subscription fees and bank invoices.

Triggers
New Payment Authorisation Request

Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.

Payment Authorisation Approved

Triggers when a customer successfully sets up their billing information.

Mandate Activated

Triggers when a payment mandate is activated.

Mandate Cancelled

Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).

New Mandate Created

Triggers when a payment mandate is created.

Payment Confirmed

Triggers when a payment has been collected, but not yet paid out to your account.

Actions
Create Mandate Authorisation Request

Creates a request to collect payments from a customer’s bank account. This authorisation is a pre-requisite for collecting direct debit payments.

Create Instant Bank Payment

Creates an instant bank payment request. Not available in all regions.

Create Instant First Payment + Direct Debit Mandate

Creates an instant first payment request and also request authorisation to collect future direct debit payments from a customer's bank account. Not available in all regions.

Create Direct Debit Payment

Create a direct debit payment. This can only be created when linked to a mandate

Create Subscription

Create a subscription. Must be linked to an active mandate.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

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Customer Stories

See how leading technology firms are scaling their operations

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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Zoho Sign + GoCardless

Is there a pre-built Zoho Sign + GoCardless automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Zoho Sign and GoCardless's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Zoho Sign or GoCardless connector?

No. The Agent works whether or not Zoho Sign or GoCardless already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does e-signature integration streamline subscription management?

It ensures paid subscriptions and customer accounts are automatically created the moment a client signs their contract, eliminating manual onboarding steps.

What happens if a customer declines to sign an agreement?

You can automate workflow logic to cancel pending subscriptions or update customer records in GoCardless immediately.

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