Encharge + Xodo Sign
Encharge + Xodo Sign
Encharge + Xodo Sign integrations
Create or update Encharge persons when Xodo Sign documents are completed
Effortlessly keep your contacts updated in Encharge whenever a document is completed in Xodo Sign with this efficient workflow. Once set up, each time a document is finalized in Xodo Sign, a new person will be added or updated in your Encharge contacts. Save time and streamline your document management process while ensuring your contact list stays current and organized.
- When this happens...Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- automatically do this!Add or Update PersonCreate a new person or update an existing one.
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More things you can do with Xodo Sign and Encharge
Discover other triggers and actions you can use with Xodo Sign and Encharge
- Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItTriggerPolling - First NameRequired
- Last NameRequired
- Email AddressRequired
- Company
- Phone Number
ActionWrite- Document HashRequired
- Include audit trailRequired
ActionSearch- TagRequired
Try ItTriggerInstant
- Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTriggerPolling - TemplateRequired
- 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
ActionWrite- New Person
Triggers when a new person is created.
Try ItTriggerInstant - TagRequired
Try ItTriggerInstant
About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
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