Google Sheets + Xodo Sign
Create Google Sheets rows for completed Xodo Sign documents
When a document is finalized in Xodo Sign, this workflow instantly captures the information and organizes it into a new row in your Google Sheets spreadsheet. This process not only ensures you've got a comprehensive digital record of every completed document, but also saves you the time and effort it would take to manually transfer this data. Say goodbye to repetitive tasks and hello to smoothly organized data!
When a document is finalized in Xodo Sign, this workflow instantly captures the information and organizes it into a new row in your Google Sheets spreadsheet. This process not only ensures you've got a comprehensive digital record of every completed document, but also saves you the time and effort it would take to manually transfer this data. Say goodbye to repetitive tasks and hello to smoothly organized data!
- 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 Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
No Team Drive
SpreadsheetRequired
WorksheetRequired
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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
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
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