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SMS by Zapier + Xodo Sign

SMS by Zapier + Xodo Sign

SMS by Zapier + Xodo Sign integrations

Send SMS messages with signer PIN for new eversign documents

Automate sending the signer PIN to the signer of an eversign document via SMS so that you don't manually need to provide the signer PIN to your signer. This adds an additional layer of security (equivalent to 2FA) to documents that are sent for signature with eversign automatically. Note - you need to add a signer PIN when sending the document in eversign for this Zap to work.

  1. When this happens...
    Document Sent
    Document Sent
    Document SentTriggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
  2. automatically do this!
    Send SMS
    Send SMS
    Send SMSSend an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
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More things you can do with Xodo Sign and SMS by Zapier

Discover other triggers and actions you can use with Xodo Sign and SMS by Zapier

  • Xodo Sign triggers, actions, and search
    Document Completed

    Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.

    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Email Address
      Required
    • Company
    • Phone Number
    Action
    Write
    • Document Hash
      Required
    • Include audit trail
      Required
    Action
    Search
  • Xodo Sign triggers, actions, and search
    Document Sent

    Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.

    Trigger
    Polling
    Try It
    • 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
    • Send_v2_copy
    • From_number
    • Message
      Required
    Action
    Write
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About SMS by Zapier
Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!
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About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
Related categories