ClickUp + Xodo Sign
Create new ClickUp tasks from completed Xodo Sign documents
Effortlessly stay on top of your documents with this seamless workflow between Xodo Sign and ClickUp. When a document is marked as completed in Xodo Sign, a new task will be created in ClickUp, helping you keep track of document progress without manual intervention. This automation ensures that your document-related tasks are always up-to-date and organized, letting you focus on your core responsibilities.
Effortlessly stay on top of your documents with this seamless workflow between Xodo Sign and ClickUp. When a document is marked as completed in Xodo Sign, a new task will be created in ClickUp, helping you keep track of document progress without manual intervention. This automation ensures that your document-related tasks are always up-to-date and organized, letting you focus on your core responsibilities.
- When this happens...Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- automatically do this!Create Task
Creates a new task.
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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
Reaction(s)
WorkspaceRequired
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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
WorkspaceRequired
Try ItWorkspaceRequired
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