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ActiveCampaign + Xodo Sign

Manage tags from updated ActiveCampaign contacts to use templates in Xodo Sign

Manage your digital documents seamlessly with this workflow. When a tag gets added or removed from a contact in ActiveCampaign, this automation instantly applies the use template function in the Xodo Sign app. Maintain an efficient and streamlined document management process by reducing manual tasks, saving you time and increasing productivity. Enjoy hassle-free management of your documents with this effective digital solution.

Manage your digital documents seamlessly with this workflow. When a tag gets added or removed from a contact in ActiveCampaign, this automation instantly applies the use template function in the Xodo Sign app. Maintain an efficient and streamlined document management process by reducing manual tasks, saving you time and increasing productivity. Enjoy hassle-free management of your documents with this effective digital solution.

  1. When this happens...
    ActiveCampaignActiveCampaign
    Tag Added or Removed From Contact

    Triggers when a a Tag is added or removed from a Contact

    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
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    • Task Type (Optional)

    Trigger
    Instant
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  • 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
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    • ListRequired

    Trigger
    Instant
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    • 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
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    • ListRequired

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
    Try It
activecampaign logo
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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