Kartra + Xodo Sign

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

When a new lead is tagged in the Kartra app, streamline your workflow by using this automation to directly initiate the 'Use Template' function in the Xodo Sign app. Efficiently manage your leads and reduce time spent on manual data entry. Start focusing more on lead nurturing and let this automation handle the paperwork for you.

When this happens...
Lead Is Assigned Tag
Triggers when a lead is assigned a tag.
TriggerInstant
automatically do this!
Use Template
Sends a document created from a template in your eversign account.
ActionWrite

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Supported triggers and actions

What does this mean?

- ProductsRequired
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Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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Instant
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- CalendarsRequired
- Calendar ClassRequired
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Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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Instant
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- ProductsRequired
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- MembershipsRequired
- Membership LevelsRequired
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Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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Instant
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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Instant
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- SequencesRequired
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Instant
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- ListsRequired
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Instant
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- Tag CategoriesRequired
- TagsRequired
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Instant
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- Video CategoriesRequired
- VideosRequired
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Instant
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- Page CategoryRequired
- PageRequired
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Instant
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- Tag CategoryRequired
- Assign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- CalendarRequired
- Calendar ClassRequired
- Starting Date
- EmailRequired
- Lead ID
Action
Write
- Custom Field IdentifierRequired
- Custom Field TypeRequired
- Custom Field Options
Action
Write
- Lead ID
- EmailRequired
- 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
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus Account
Action
Write
- Subscription IDRequired
- Subscription StatusRequired
Action
Write
- Transaction IDRequired
- Amount
- EmailRequired
- 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 SequenceRequired
- Sequence StepRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From ListRequired
- EmailRequired
- Lead ID
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Subscription IDRequired
Action
Search
- Lead ID
- Email
Action
Search
Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Trigger
Scheduled
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- 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

- Tag CategoriesRequired
- TagsRequired
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Instant
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- CalendarsRequired
- Calendar ClassRequired
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Instant
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- CalendarsRequired
- Calendar ClassRequired
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Instant
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- FormsRequired
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Instant
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- MembershipsRequired
- Membership LevelsRequired
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Instant
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- Page Split Test LinkRequired
- VersionRequired
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Instant
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- ScoreRequired
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Instant
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- SequencesRequired
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Instant
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- SequencesRequired
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Instant
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- Tracking Link CategoryRequired
- Tracking LinksRequired
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Instant
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- ListsRequired
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Instant
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- Video CategoriesRequired
- VideosRequired
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Instant
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- Kartra Page WebsiteRequired
- PageRequired
Trigger
Instant
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- CalendarRequired
- Calendar ClassRequired
- EmailRequired
- Lead ID
Action
Write
- Subscription ID
- Transaction ID
- EmailRequired
- Lead ID
Action
Write
- EmailRequired
- 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
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus Account
Action
Write
- Subscription IDRequired
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
Action
Write
- Add Points to a LeadRequired
- EmailRequired
- Lead ID
Action
Write
- Remove Points From a LeadRequired
- EmailRequired
- 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 ListRequired
- EmailRequired
- Lead ID
Action
Write
- Tag CategoryRequired
- Unassign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From SequenceRequired
- EmailRequired
- Lead ID
Action
Write
- Email
- Lead ID
Action
Search
- Transaction IDRequired
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
Scheduled
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- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company
- Phone Number
Action
Write
- Document HashRequired
- Include audit trailRequired
Action
Search

About Kartra

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

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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 more

Related categories

Signatures

PRODUCTS

CAPABILITIES

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By app

By use case

Kartra + Xodo Sign

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

Affiliate Signs Up for Product

Customer Buys Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Lead Completes a Calendar

CalendarsRequired

Calendar ClassRequired

Customer Cancels Subscription

Product FunnelsRequired

ProductRequired

Product Price PointRequired

JV Signs Up for Product

ProductsRequired

Lead Is Revoked Access to Membership

MembershipsRequired

Membership LevelsRequired

Customer Partial Refunds Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Customer Refunds Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Lead Is Added to Sequence

SequencesRequired

Lead Subscribes to List

ListsRequired

Lead Is Unssigned Tag

Tag CategoriesRequired

TagsRequired

Lead Completes a Kartra Video

Video CategoriesRequired

VideosRequired

Lead Visits External Page

Page CategoryRequired

PageRequired

Assign Tag to Lead

Tag CategoryRequired

Assign a TagRequired

EmailRequired

Lead ID

Suscribe Lead to Calendar

CalendarRequired

Calendar ClassRequired

Starting Date

EmailRequired

Lead ID

Create Custom Field

Custom Field IdentifierRequired

Custom Field TypeRequired

Custom Field Options

Edit Lead

Lead ID

EmailRequired

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

Facebook Account