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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Completed" from Xodo Sign.

Add your action

An action happens after the trigger—such as "Add a Party to a Contract" in Zefort.

You’re connected!

Zapier seamlessly connects Xodo Sign and Zefort, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company
- Phone Number
Action
Write
- Document Hash
  Required
- Include audit trail
  Required
Action
Search
- Contract ID
  Required
- Party Name
  Required
- Business organization code
- Role
Action
Write
- Contract Title
- Contract File
Action
Write

Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Trigger
Polling
Try It
- Template
  Required
- 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
New Contract
Triggers when a new contract is created in Zefort.
Trigger
Polling
Try It
- Contract ID
  Required
- Contract File
  Required
- Name of Contract File
Action
Write
- Contract ID
  Required
- effective_date
- end_date
- signed_date
- title
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Xodo Sign and Zefort to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Automate your way to actionable, up-to-date data

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Learn about AI automation

About Xodo Sign

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

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Related categories

Signatures

About Zefort

Zefort is a contract management platform to easily store, search and share contracts and other important documents.

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