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Zapier is an incredibly useful online tool used to automate and connect your applications and services without needing to use any developers or know how to code. Workflow automations are created using "Triggers" and "Actions" to perform tasks based on certain rules from one application to another.
Since building the Xodo Sign connector with Zapier, this means that now you are able to automate your document workflows and electronic signatures with over 1500 other applications ranging from Google Sheets to Salesforce.
With the Xodo Sign integration, there are 2 different triggers and 1 action that can be used in Zapier. You can automatically trigger actions in other applications using either a "Document Sent" or a "Document Completed" trigger from Xodo Sign. This means it's possible to automatically update your CRM when you receive a signed contract back from your customer, for example. You could also automatically trigger a message to a Slack channel every time a document is sent for signature, so that your whole team can stay on top of what documents are out for signature.
On the flip-side, it's also possible to use triggers from other applications to perform the "Use Template" action, which would allow you to automatically send an Xodo Sign template for signature based on a trigger in another application that you use. For example, you could trigger this "Use Template" action by moving a deal into a certain stage in your CRM, which could then send the templated contract for signature (and pre-populate it with data from your CRM).
We will be covering some of the most useful "Zaps" in much more detail in later blog posts.
How Do I Automate Xodo Sign with Zapier?
- Sign up for a Zapier account
- Try some of the pre-made Xodo Sign "Zaps" or create your own custom workflows based on your requirements.
It's that simple!
