Microsoft Teams + Xodo Sign
Send Microsoft Teams messages when new Xodo Sign documents are completed
Stay on top of your document completion process in Xodo Sign and boost team communication by configuring this workflow. Once a document is marked as completed in Xodo Sign, it instantly sends a message to a specified channel in Microsoft Teams. This means you can ensure that all your team members are promptly informed about completed documents, thereby streamlining your document management process. With this automation, you achieve well-coordinated document handling and improve overall team efficiency.
Stay on top of your document completion process in Xodo Sign and boost team communication by configuring this workflow. Once a document is marked as completed in Xodo Sign, it instantly sends a message to a specified channel in Microsoft Teams. This means you can ensure that all your team members are promptly informed about completed documents, thereby streamlining your document management process. With this automation, you achieve well-coordinated document handling and improve overall team efficiency.
- When this happens...Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- automatically do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company
Phone Number
Document HashRequired
Include audit trailRequired
TeamRequired
ChannelRequired
Member
Highlight Word
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Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTemplateRequired
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
TeamRequired
Try ItChatRequired
Exclude messages by you?
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