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SMS by Zapier + Xodo Sign

Send SMS messages with signer PIN for new eversign documents

Automate sending the signer PIN to the signer of an eversign document via SMS so that you don't manually need to provide the signer PIN to your signer. This adds an additional layer of security (equivalent to 2FA) to documents that are sent for signature with eversign automatically. Note - you need to add a signer PIN when sending the document in eversign for this Zap to work.

Automate sending the signer PIN to the signer of an eversign document via SMS so that you don't manually need to provide the signer PIN to your signer. This adds an additional layer of security (equivalent to 2FA) to documents that are sent for signature with eversign automatically. Note - you need to add a signer PIN when sending the document in eversign for this Zap to work.

  1. When this happens...
    Xodo SignXodo Sign
    Document Sent

    Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.

    TriggerScheduled
  2. automatically do this!
    SMS by ZapierSMS by Zapier
    Send SMS

    Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Xodo Sign triggers, actions, and search

    Document Completed

    Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • Email AddressRequired

    • Company

    • Phone Number

    Action
    Write
    • Document HashRequired

    • Include audit trailRequired

    Action
    Search
  • Xodo Sign triggers, actions, and search

    Document Sent

    Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.

    Trigger
    Scheduled
    Try It
    • 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

    Action
    Write
    • Send V 2 Copy

    • From Number

    • MessageRequired

    Action
    Write
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About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!
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Related categories

  • Phone & SMS
  • Zapier