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ActiveCampaign + Xodo Sign

Process new or updated ActiveCampaign contacts by using templates in Xodo Sign

Effortlessly manage your documents by connecting ActiveCampaign and Xodo Sign. With this workflow, every time a new or updated contact appears in ActiveCampaign, a template will be applied in Xodo Sign. This seamless integration helps streamline your contact management and simplifies your document signing process, saving you time and effort.

Effortlessly manage your documents by connecting ActiveCampaign and Xodo Sign. With this workflow, every time a new or updated contact appears in ActiveCampaign, a template will be applied in Xodo Sign. This seamless integration helps streamline your contact management and simplifies your document signing process, saving you time and effort.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    TriggerInstant
  2. automatically do this!
    Xodo SignXodo Sign
    Use Template

    Sends a document created from a template in your eversign account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
    Try It
    • Task Type (Optional)

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New Automation Webhook

    Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
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activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Related categories

  • Marketing Automation

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