MoonClerk + Ontraport + Xodo Sign Integrations

How to connect MoonClerk + Ontraport + Xodo Sign

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Choose a Trigger

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Choose an Action

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Do even more with MoonClerk + Ontraport + Xodo Sign

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with MoonClerk, Ontraport, and Xodo Sign. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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New Contact
Triggers when a new contact is added to Ontraport.
Trigger
Polling
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- Product IdRequired
Trigger
Instant
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- Product IdRequired
Trigger
Instant
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- Email
- Last Name
- First Name
- Address
- City
- State
- Zip Code
- Address Line 2
- Country
- Office Phone
- SMS Number
- Birthday
- Title
- Fax
- Website
- Company
- First Campaign
- First Content
- First Lead Source
- First Medium
- First Term
- Last Campaign
- Last Content
- Last Lead Source
- Last Medium
- Last Term
- Facebook
- Instagram
- Twitter
- Linkedin
- Profile Image
- Sequence
- Tag
Action
Write

- SearchRequired
Action
Search
Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Trigger
Polling
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- 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
Action
Write

- Payment Form (optional)
Trigger
Instant
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- Payment Form (optional)
Trigger
Instant
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- Customer IDRequired
Action
Search
- FormRequired
Trigger
Instant
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- TagRequired
- Object TypeRequired
Trigger
Instant
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- TagRequired
- Object TypeRequired
Trigger
Instant
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- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
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 NameRequired
- Last NameRequired
- Email AddressRequired
- Company
- Phone Number
Action
Write
- Document HashRequired
- Include audit trailRequired
Action
Search

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How MoonClerk + Ontraport + Xodo Sign Integrations Work

Step 1: Authenticate MoonClerk, Ontraport, and Xodo Sign.
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.