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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Instant
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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
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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.

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

Related Zap Templates

Generate Xodo Sign templates when new products are purchased in Kartra

Related Zap Templates

Generate Xodo Sign templates when new products are purchased in Kartra

Kartra + Xodo Sign

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

Affiliate Signs Up for Product

Customer Buys Product

Lead Completes a Calendar

Customer Cancels Subscription

JV Signs Up for Product

Lead Is Revoked Access to Membership

Customer Partial Refunds Product

Customer Refunds Product

Lead Is Added to Sequence

Lead Subscribes to List

Lead Is Unssigned Tag

Lead Completes a Kartra Video

Lead Visits External Page

Assign Tag to Lead

Suscribe Lead to Calendar

Create Custom Field

Edit Lead

Modify Subscription Status

Refund a Transaction

Retrieve All the Lists in Your Account

Retrieve All the Sequences in Your Account

Retrieve All the Custom Fields in Your Account

Subscribe Lead to Sequence

Unsubscribe Lead From List

API Request (Beta)

Retrieve Subscription Details

Search Lead

Document Sent

Use Template

Lead Is Assigned Tag

Lead Cancels a Calendar

Lead Registers to a Calendar

Lead Fills an Optin Form

Lead Is Granted Access to Membership

Lead Clicks on a Page Split Test Link

Lead Reaches Score for the First Time

Lead Completes a Sequence

Lead Is Removed From Sequence

Lead Clicks on a Tracking Link

Lead Is Unsubscribed From List

Lead Plays a Kartra Video

Lead Visits a Kartra Page

Cancel Lead Subscription to Calendar

Cancel a Subscription

Create New Lead

Edit Subscription

Add Points to a Lead

Remove Points From a Lead

Retrieve All the Pages in Your Account

Retrieve All the Tags in Your Account

Subscribe Lead to List

Unassign Tag From Lead

Unsubscribe Lead From Sequence

Retrieve Lead Details

Retrieve Transaction Details

Document Completed

Create Contact

Find and Download Document

About Kartra

Related categories

Similar apps

Zapier Interfaces

About Xodo Sign

Related categories

Related Zap Templates

Related Zap Templates