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Xodo Sign + Salesforce Integrations

How to connect Xodo Sign + Salesforce

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Supported triggers and actions

What does this mean?
  • 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.

    Try It
    • TemplateRequired

    • 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

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    • Salesforce ObjectsRequired

    Try It

How Xodo Sign + Salesforce Integrations Work

  1. Step 1: Authenticate Xodo Sign and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Salesforce Tutorials

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About Xodo Sign

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

Related categories

  • Signatures
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