Paperform + Xodo Sign
Handle new Paperform submissions by using templates in Xodo Sign
When a new form submission is made in Paperform, use this workflow to streamline your process by preparing a template in Xodo Sign. Spare yourself the time and effort of manual transitions between both platforms, and ensure an efficient, seamless flow of data. Perfect for businesses that need to expedite document processing, this setup will help you respond swiftly to form entries.
When a new form submission is made in Paperform, use this workflow to streamline your process by preparing a template in Xodo Sign. Spare yourself the time and effort of manual transitions between both platforms, and ensure an efficient, seamless flow of data. Perfect for businesses that need to expedite document processing, this setup will help you respond swiftly to form entries.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Use Template
Sends a document created from a template in your eversign account.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItDocument 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
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
