Caspio + Xodo Sign
Create new Caspio records when Xodo Sign documents are completed
Once a document is completed in Xodo Sign, this workflow will instantly create a new record in the Caspio app. Ideal for managing workflows and tracking documents, it ensures seamless data transfer for greater efficiency. It eliminates the hassle of manual entry, streamlining your document management process for increased productivity.
Once a document is completed in Xodo Sign, this workflow will instantly create a new record in the Caspio app. Ideal for managing workflows and tracking documents, it ensures seamless data transfer for greater efficiency. It eliminates the hassle of manual entry, streamlining your document management process for increased productivity.
- 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.
- automatically do this!New Record
Create a new record in your chosen table.
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Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company
Phone Number
Document HashRequired
Include audit trailRequired
TableRequired
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Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTemplateRequired
Enable SMS Signer Authentication
Sandbox
Document Title
Message
Custom Requester Name
Custom Requester Email
Redirect URL After Signature
Embedded Signing
Require All Signers
Automatic Reminders
TableRequired
Try ItTableRequired
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