Integrate Zoho Sign App with OptyStack

Learn how the Zoho Sign and Optystack integration simplifies SaaS management by providing real-time insights into e-signature platform usage, licensing, and costs. Organizations can improve software governance, identify optimization opportunities, monitor user engagement, and reduce unnecessary spending. With centralized visibility and data-driven recommendations, Optystack helps businesses get the most value from their Zoho Sign investment while improving operational efficiency.

Overview

OptyStack now allows administrators to discover the apps used by all the users across Organisation.

When you connect an application, OptyStack automatically retrieves user data, license details, and spend information to help you monitor utilization and reduce waste.

Only users with the Admin or Manager role can add or manage integrations. Users with the Read Only role can view data and reports but cannot make changes.

Step 1: Log in to the OptyStack Hub

Go to https://hub.optystack.ai
Log in with your registered email and password.
After logging in, you will see your main dashboard with spend summaries, active tools, and recommendations.

4. From the sidebar menu, click on Applications to view the Zoho Sign application.

Step 2: Connect an Application

1. In the Applications section, under Available Applications, click on Configure Zoho Sign to integrate the application.

2. To Integrate Zoho Sign, follow the steps given below:

(i) Check the consent checkbox to accept Terms of Service and Privacy Policy.

(ii) Click Continue to Zoho Sign.

(iii) You will be redirected to Zoho Sign OAuth authorization screen.

(iv) After successful authorization, the app establishes a secure OAuth connection and redirects back.

3. After you click Accept, your Zoho Sign workspace is successfully connected, and the application can now access it using granted permissions.

Step 3: Disconnect an Application

1. You can disconnect an application from the Application Hub by clicking the three-dot (⋮) menu on the app card and selecting Disconnect. This will revoke the connection for that app (e.g., Zoho Sign) and remove its access to your workspace.