LeadConnector + Xodo Sign
Update contacts in LeadConnector when documents are completed in Xodo Sign
When documents are completed in Xodo Sign, this workflow instantly updates or adds new contact information in the LeadConnector app. It's the perfect solution to keep your contacts up to date without any manual work. No need to switch between apps or waste time entering data by hand: seamless updates ensure your LeadConnector contacts mirror the latest details from Xodo Sign. A smooth and efficient way to manage your LeadConnector contacts, helping you stay organized and save time.
When documents are completed in Xodo Sign, this workflow instantly updates or adds new contact information in the LeadConnector app. It's the perfect solution to keep your contacts up to date without any manual work. No need to switch between apps or waste time entering data by hand: seamless updates ensure your LeadConnector contacts mirror the latest details from Xodo Sign. A smooth and efficient way to manage your LeadConnector contacts, helping you stay organized and save time.
- 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!Add/Update Contact
Adds or updates an existing contact.
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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
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
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
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
