// 1. You need to use tags in the Template /// Here is link for tags: https://help.zoho.com/portal/en/kb/zoho-sign/user-guide/sending-a-document/articles/automatic-field-addition-in-zoho-sign dealLDetails = zoho.crm.getRecordById("Deals",DealID); // info dealLDetails; // getAllFieldsResponse = invokeurl // [ // url :"https://writer.zoho.com/api/v1/documents/flo7ld4ba09726a694424994054acbb636e81/fields" // type :GET // connection:"zoho_crm" // ]; // info getAllFieldsResponse; fieldTextData = Map(); fieldTextData.put("Deal_Name",dealLDetails.get("Deal_Name")); fieldTextData.put("Stage",dealLDetails.get("Stage")); fieldTextData.put("Owner",dealLDetails.get("Owner").get("name")); contact_roles = zoho.crm.getRelatedRecords("Contact_Roles","Deals",DealID); // info contact_roles; contact_List = List(); count = 0; signerList = List(); for each contact in contact_roles { count = count +1; name = contact.get("Full_Name"); contact_map = Map(); contact_map.put("Contact_Roles.Full_Name",name); contact_map.put("Contact_Roles.First_Name", count); signerMap = Map(); signerMap.put("recipient_"+count, contact.get("Email")); signerMap.put("action_type", "sign"); signerMap.put("language","en"); contact_List.add(contact_map); signerList.add(signerMap); } fieldTextData.put("Contact_Roles",contact_List); data_mp = Map(); data_mp.put("data",fieldTextData); params = Map(); params.put("merge_data",data_mp); params.put("service_name","zohosign"); params.put("signer_data",signerList); params.put("sign_in_order","true"); // optional params.put("message","Please find the document to be signed here"); //optional params.put("reminder_period","15"); //optional params.put("set_expire","30"); //optional documentid = "flo7ld4ba09726a694424994054acbb636e81"; templatename = "Test Shareholder Agreement"; params.put("filename",templatename); url = "https://zohoapis.com/writer/api/v1/documents/" + documentid + "/merge/sign"; info params; ///////////////////////////// documentObj = invokeurl [ url :url type :POST parameters:params connection:"zoho_crm" ]; info documentObj;