Xodo Sign and Salesflare
How to connect Xodo Sign
- Via Zapier — 5 operations available. Set it up ↗
- Via Make — 17 modules available. Set it up ↗
What you can automate
- When new Tasks in Salesflare, send a Reminder in Xodo Sign.
About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
Xodo Sign operations on Zapier
Triggers (2)
Start a workflow when this happens
- Document Completed — Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- Document Sent — Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Actions (2)
Things Salesflare can make it do
- Create Contact — Creates a Contact
- Use Template — Sends a document created from a template in your eversign account.
Searches (1)
Look up existing records
- Find and Download Document — Finds and downloads a document (Needs the document hash from the "Document Completed" Trigger).
Xodo Sign operations on Make
Triggers (2)
Start a workflow when this happens
- Watch New Documents — Triggers when a new document event is created.
- Watch New Templates — Triggers when a new template event is created.
Actions (12)
Things Salesflare can make it do
- Cancel a Document — Cancels a document.
- Create a Document — Creates a document.
- Create a Template — Creates a template.
- Delete a Document — Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.
- Download a Final Document — Downloads a final pdf.
Show 7 more actions
- Download an Original Document — Downloads an original pdf.
- Get a Document — Returns a document.
- Get a Template — Returns a template.
- Make an API Call — Performs an arbitrary authorized API call.
- Send a Reminder — Sends a reminder. A reminder can be sent on a per-signer basis only.
- Upload a File — Uploads a file.
- Use a Template — Creates a document from a selected template.
Searches (3)
Look up existing records
- List Businesses — Lists existing businesses on your account.
- List Documents — Lists documents.
- List Templates — Lists templates.
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