Trello + Xodo Sign
Create Trello cards when documents are sent in eversign
With this Zap you can integrate eversign and Trello, automatically creating Trello cards every time a new document is sent for signature. The Trello card will be named with a unique document hash and the description will contain signers, emails, and messages.
With this Zap you can integrate eversign and Trello, automatically creating Trello cards every time a new document is sent for signature. The Trello card will be named with a unique document hash and the description will contain signers, emails, and messages.
- When this happens...Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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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
Board ID
List ID
Filter
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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
New Board
Triggers when a new board is added.
Try ItBoard ID
List ID
Card ID
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