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Gravity Forms + Xodo Sign

Gravity Forms + Xodo Sign

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.

  1. When this happens...
    Form Submission
    Form Submission
    Form SubmissionTriggers when the specified form is submitted.
  2. automatically do this!
    Use Template
    Use Template
    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

    • Form
      Required
    • Use Admin Field Labels?
    Trigger
    Instant
    Try It
    • Form
      Required
    Action
    Write
  • 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
    Polling
    Try It
    • Template
      Required
    • 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
    • Form
      Required
    Action
    Write
  • 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
    Polling
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Email Address
      Required
    • Company
    • Phone Number
    Action
    Write
    • Document Hash
      Required
    • Include audit trail
      Required
    Action
    Search
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About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
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