Gravity Forms + Xodo Sign integrations
Manage new Gravity Forms submissions by using templates in Xodo Sign
Every time a new form submission is made in Gravity Forms, this workflow sets in action a Use Template task in Xodo Sign. This pairs perfectly with occasions when you want digital signatures on documents tied to newly submitted forms. Simplify your workflow, eliminating manual data transfers, and ensure every form submission effortlessly results in a ready-to-sign document in Xodo Sign.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!Use TemplateSends a document created from a template in your eversign account.
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More things you can do with Gravity Forms and Xodo Sign
Discover other triggers and actions you can use with Gravity Forms and Xodo Sign
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- 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
- FormRequired
ActionWrite- 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
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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Xodo Sign is a tool used to sign legally binding documents online on any device
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