Practice Better + Xodo Sign

Practice Better + Xodo Sign integrations

Create Xodo Sign templates from new Practice Better enrollments

Boost your efficiency with this seamless workflow. Whenever a new program enrollment is registered in Practice Better, the details are instantly prepared for signature in the Xodo Sign app. Instead of spending time transferring information manually, this automation lets you focus on providing quality program content, enhancing your services. Streamline your process with this smart solution.

When this happens...
Program EnrollmentTriggers when a client is enrolled in a program.
TriggerInstant
automatically do this!
Use TemplateSends a document created from a template in your eversign account.
ActionWrite

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More things you can do with Practice Better and Xodo Sign

Discover other triggers and actions you can use with Practice Better and Xodo Sign

- SKUs
Trigger
Instant
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- SKUs
Trigger
Instant
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New Client
Adds a new client to your account.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone
- Send invitation to join Practice Better?
- Forms to send
Action
Write
Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Trigger
Polling
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- Template
  Required
- 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

- SKUs
Trigger
Instant
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- SKUs
Trigger
Instant
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- SKUs
Trigger
Instant
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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.
Trigger
Polling
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company
- Phone Number
Action
Write
- Document Hash
  Required
- Include audit trail
  Required
Action
Search

About Practice Better

Practice Better is a comprehensive solution to help you manage your Health & Wellness practice and the entire client journey with ease, saving you both time and money!

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Related categories

Scheduling & Booking

About Xodo Sign

Xodo Sign is a tool used to sign legally binding documents online on any device

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Related categories

Signatures