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How Zapier works

Zapier makes it easy to integrate Xodo Sign with Plecto - no code necessary. See how you can get setup in minutes.

Select a trigger from Xodo Sign

A trigger is an event that starts your Zap and runs the workflow. For example, with Xodo Sign, a trigger could be "Document Completed."
A trigger is the event that kicks off your automated workflow.

Setup an action from Plecto

An action is what takes place after the automation is triggered. For example, with Plecto, the action could be "Create New Registration."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Xodo Sign to Plecto

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Xodo Sign to Plecto integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Xodo Sign and Plecto to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • 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
    • Integration Name
      Required
    • User ID
      Required
    • User Name
      Required
    • Data Source
      Required
    • Date
    • External ID
    Action
    Write
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About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
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Signatures
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About Plecto
Helps your sales and customer service employees reach their targets every month.
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