Caspio + Xodo Sign
Create Xodo Sign templates from new Caspio records
Create a seamless workflow between Caspio and Xodo Sign with this automation. When a new record is added to your Caspio, it will generate a document template in Xodo Sign. Save time, reduce manual tasks, and ensure that your documents are consistently created whenever new data is captured.
Create a seamless workflow between Caspio and Xodo Sign with this automation. When a new record is added to your Caspio, it will generate a document template in Xodo Sign. Save time, reduce manual tasks, and ensure that your documents are consistently created whenever new data is captured.
- When this happens...New Record
Triggers when a new record is added to your chosen table.
- automatically do this!Use Template
Sends a document created from a template in your eversign account.
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- 14 day trial for premium features & apps
TableRequired
Try ItTableRequired
Try ItDocument 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
TableRequired
Try ItTableRequired
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