Encharge + Xodo Sign
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.
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 Completed
Triggers 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 Person
Create a new person or update an existing one.
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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
TagRequired
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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
New Person
Triggers when a new person is created.
Try ItTagRequired
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