Create Xodo Sign templates for new Zoho Campaigns contacts
Effortlessly manage your contacts and document signing process with this Zoho Campaigns and Xodo Sign integration. When a new contact is added in Zoho Campaigns, this workflow sends a template to Xodo Sign for easy signing and tracking. Save time and ensure a seamless experience for both you and your contacts.
Effortlessly manage your contacts and document signing process with this Zoho Campaigns and Xodo Sign integration. When a new contact is added in Zoho Campaigns, this workflow sends a template to Xodo Sign for easy signing and tracking. Save time and ensure a seamless experience for both you and your contacts.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Use Template
Sends a document created from a template in your eversign account.
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Select Mailing ListRequired
Try ItSelect Mailing ListRequired
Try ItTopic
Campaign NameRequired
SubjectRequired
Sender AddressRequired
Select Mailing List
Sender Name
CampaignRequired
Action
Select Mailing ListRequired
Try ItSelect a Campaign to CloneRequired
New Campaign NameRequired
Select Mailing ListRequired
Contact Email AddressRequired
Associate contacts with topics
Lawful basis
Select Mailing ListRequired
Contact Email AddressRequired
Move to Do-Not-Mail