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Kommo + Xodo Sign

Create templates in Xodo Sign for new companies added to Kommo

Effortlessly manage new clients with this convenient workflow between Kommo and Xodo Sign. Whenever a new company is added in Kommo, this automation will trigger the Use Template action in Xodo Sign, streamlining your onboarding process. Save time and stay organized by automating document preparation for your clients.

Effortlessly manage new clients with this convenient workflow between Kommo and Xodo Sign. Whenever a new company is added in Kommo, this automation will trigger the Use Template action in Xodo Sign, streamlining your onboarding process. Save time and stay organized by automating document preparation for your clients.

  1. When this happens...
    KommoKommo
    New Company

    Triggers when a new company is created.

    TriggerInstant
  2. automatically do this!
    Xodo SignXodo Sign
    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?
  • Kommo triggers, actions, and search

    New Company

    Triggers when a new company is created.

    Trigger
    Instant
    Try It
  • Kommo triggers, actions, and search

    Lead Status Changed

    Triggers when lead status is changed.

    Trigger
    Instant
    Try It
  • Kommo triggers, actions, and search

    Lead Responsible User Changed

    Triggers when lead responsible user is changed.

    Trigger
    Instant
    Try It
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kommo logo

About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
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Related categories

  • CRM (Customer Relationship Management)

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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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