systeme.io + Xodo Sign

systeme.io + Xodo Sign integrations

Create templates in Xodo Sign for new sales in systeme.io

When a new sale takes place in your Systeme.io account, get documents ready for signing in the Xodo Sign app swiftly and efficiently with this workflow. It ensures each sale transitions smoothly into the document signing process, thereby expediting your business procedures and enhancing customer satisfaction. Adopt this automation and allow your business to focus on what truly matters - growth and customer service.

When this happens...
New SaleTriggers when a new sale is made.
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 systeme.io and Xodo Sign

Discover other triggers and actions you can use with systeme.io and Xodo Sign

- Campaign
  Required
Trigger
Instant
Try It
- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
- Course
  Required
- Access Type
  Required
Action
Write
- Course
  Required
- Contact email
  Required
Action
Write

- Campaign
  Required
- Contact email
  Required
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
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

- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
Try It
- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
Try It
- Tag
  Required
Action
Write
- Tag
  Required
- Contact email
  Required
Action
Write
- Campaign
  Required
Action
Write
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

About systeme.io

Systeme.io allows you to build sales funnels, send emails and automate your entire business.

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Related categories

Marketing

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About Xodo Sign

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

Learn moreLearn moreHelpHelp

Related categories

Signatures