LeadConnector + Xodo Sign
LeadConnector + Xodo Sign
Update contacts in LeadConnector when documents are completed in Xodo Sign
When documents are completed in Xodo Sign, this workflow instantly updates or adds new contact information in the LeadConnector app. It's the perfect solution to keep your contacts up to date without any manual work. No need to switch between apps or waste time entering data by hand: seamless updates ensure your LeadConnector contacts mirror the latest details from Xodo Sign. A smooth and efficient way to manage your LeadConnector contacts, helping you stay organized and save time.
- When this happens...Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with Xodo Sign and LeadConnector
Discover other triggers and actions you can use with Xodo Sign and LeadConnector
- Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItTriggerPolling - First NameRequired
- Last NameRequired
- Email AddressRequired
- Company
- Phone Number
ActionWrite- Document HashRequired
- Include audit trailRequired
ActionSearch- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite
- Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTriggerPolling - 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
ActionWrite- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite
