Gravity Forms + Xodo Sign
Manage new Gravity Forms submissions by using templates in Xodo Sign
Every time a new form submission is made in Gravity Forms, this workflow sets in action a Use Template task in Xodo Sign. This pairs perfectly with occasions when you want digital signatures on documents tied to newly submitted forms. Simplify your workflow, eliminating manual data transfers, and ensure every form submission effortlessly results in a ready-to-sign document in Xodo Sign.
Every time a new form submission is made in Gravity Forms, this workflow sets in action a Use Template task in Xodo Sign. This pairs perfectly with occasions when you want digital signatures on documents tied to newly submitted forms. Simplify your workflow, eliminating manual data transfers, and ensure every form submission effortlessly results in a ready-to-sign document in Xodo Sign.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Use Template
Sends a document created from a template in your eversign account.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
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
FormRequired
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
