Kartra + Xodo Sign

Kartra + Xodo Sign integrations

Generate Xodo Sign templates when new products are purchased in Kartra

This workflow connects Kartra and Xodo Sign to speed up your document processing. Once a purchase is made in Kartra, a ready-to-use template is promptly provided in Xodo Sign. This link between the two apps delivers swift, accurate document preparation aligned with every new sale, thus optimizing time and boosting customer satisfaction. Harness this smart integration to deliver a powerful enhancement to your daily productivity.

When this happens...
Customer Buys ProductTriggers when a customer buys product.
TriggerInstant
automatically do this!
Use TemplateSends a document created from a template in your eversign account.
ActionWrite

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More things you can do with Kartra and Xodo Sign

Discover other triggers and actions you can use with Kartra and Xodo Sign

- Products
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
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- Products
  Required
Trigger
Instant
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- Memberships
  Required
- Membership Levels
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It

- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Sequences
  Required
Trigger
Instant
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- Lists
  Required
Trigger
Instant
Try It
- Tag Categories
  Required
- Tags
  Required
Trigger
Instant
Try It
- Video Categories
  Required
- Videos
  Required
Trigger
Instant
Try It
- Page Category
  Required
- Page
  Required
Trigger
Instant
Try It
- Tag Category
  Required
- Assign a Tag
  Required
- Email
  Required
- Lead ID
Action
Write
- Calendar
  Required
- Calendar Class
  Required
- Starting Date
- Email
  Required
- Lead ID
Action
Write
- Custom Field Identifier
  Required
- Custom Field Type
  Required
- Custom Field Options
Action
Write
- Lead ID
- Email
  Required
- New Email
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Write
- Subscription ID
  Required
- Subscription Status
  Required
Action
Write
- Transaction ID
  Required
- Amount
- Email
  Required
- Lead ID
Action
Write
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
Action
Write
Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
Action
Write
Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
Action
Write
- Subscribe Lead to Sequence
  Required
- Sequence Step
  Required
- Email
  Required
- Lead ID
Action
Write
- Unsubscribe Lead From List
  Required
- Email
  Required
- Lead ID
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Subscription ID
  Required
Action
Search
- Lead ID
- Email
Action
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
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company
- Phone Number
Action
Write
- Document Hash
  Required
- Include audit trail
  Required
Action
Search

- Tag Categories
  Required
- Tags
  Required
Trigger
Instant
Try It
- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
Try It
- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
Try It
- Forms
  Required
Trigger
Instant
Try It
- Memberships
  Required
- Membership Levels
  Required
Trigger
Instant
Try It
- Page Split Test Link
  Required
- Version
  Required
Trigger
Instant
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- Score
  Required
Trigger
Instant
Try It
- Sequences
  Required
Trigger
Instant
Try It
- Sequences
  Required
Trigger
Instant
Try It
- Tracking Link Category
  Required
- Tracking Links
  Required
Trigger
Instant
Try It
- Lists
  Required
Trigger
Instant
Try It
- Video Categories
  Required
- Videos
  Required
Trigger
Instant
Try It
- Kartra Page Website
  Required
- Page
  Required
Trigger
Instant
Try It
- Calendar
  Required
- Calendar Class
  Required
- Email
  Required
- Lead ID
Action
Write
- Subscription ID
- Transaction ID
- Email
  Required
- Lead ID
Action
Write
- Email
  Required
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Write
- Subscription ID
  Required
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
Action
Write
- Add Points to a Lead
  Required
- Email
  Required
- Lead ID
Action
Write
- Remove Points From a Lead
  Required
- Email
  Required
- Lead ID
Action
Write
Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
Action
Write
Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
Action
Write
- Subscribe Lead to List
  Required
- Email
  Required
- Lead ID
Action
Write
- Tag Category
  Required
- Unassign a Tag
  Required
- Email
  Required
- Lead ID
Action
Write
- Unsubscribe Lead From Sequence
  Required
- Email
  Required
- Lead ID
Action
Write
- Lead Details
- Email
- Lead ID
Action
Search
- Transaction ID
  Required
Action
Search
- Lead ID
- Email
  Required
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Search or write
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

About Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Xodo Sign

Xodo Sign is a tool used to sign legally binding documents online on any device

Learn moreLearn moreHelpHelp

Related categories

Signatures

Related Zap Templates

Add tags to new Kartra leads and utilize templates in Xodo Sign

Related Zap Templates

Add tags to new Kartra leads and utilize templates in Xodo Sign