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Xodo Sign + Salesforce Integrations
How to connect Xodo Sign + Salesforce
Zapier lets you send info between Xodo Sign and Salesforce automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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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
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
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
History ObjectRequired
Try ItSalesforce ObjectsRequired
Try It
How Xodo Sign + Salesforce Integrations Work
- Step 1: Authenticate Xodo Sign and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Salesforce Tutorials
About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
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