Formidable Forms + Xodo Sign

Generate document templates in Xodo Sign when new Formidable Forms entries are created

Save time and streamline your signing process with this automation. When a new entry is submitted in Formidable Forms, this workflow will use the information to create a template in Xodo Sign, making it easy for you to have documents signed quickly. Effortlessly track form submissions and prepare important documents for signing with this seamless integration.

When this happens...
New Entry
Triggers when a new form is submitted.
TriggerInstant
automatically do this!
Use Template
Sends a document created from a template in your eversign account.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Trigger
Scheduled
Try It
- 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

- FormRequired
Trigger
Instant
Try It
Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Trigger
Scheduled
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company
- Phone Number
Action
Write
- Document HashRequired
- Include audit trailRequired
Action
Search

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

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