ClickUp + Xodo Sign

Manage new ClickUp tasks by using templates in Xodo Sign

Stay on track and streamline your workflow as tasks pile up. With this automation, each time a new task is added in ClickUp, it immediately sets up a template for use in Xodo Sign. This facilitates a seamless follow-through on every assignment, removing the hassle of manual entry and ensuring timely responses. A straightforward way to keep your tasks and signatures linked together, it aids in maintaining a productivity-friendly atmosphere.

Stay on track and streamline your workflow as tasks pile up. With this automation, each time a new task is added in ClickUp, it immediately sets up a template for use in Xodo Sign. This facilitates a seamless follow-through on every assignment, removing the hassle of manual entry and ensuring timely responses. A straightforward way to keep your tasks and signatures linked together, it aids in maintaining a productivity-friendly atmosphere.

  1. When this happens...
    ClickUpClickUp
    New Task

    Triggers when tasks are added.

    TriggerInstant
  2. automatically do this!
    Xodo SignXodo Sign
    Use Template

    Sends a document created from a template in your eversign account.

    ActionWrite
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Supported triggers and actions

    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
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clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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xodosign logo
xodosign logo

About Xodo Sign

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

Related categories

  • Signatures