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Integrate Zefort with Xodo Sign to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Zefort with Xodo Sign - no code necessary. See how you can get setup in minutes.

Select a trigger from Zefort

A trigger is an event that starts your Zap and runs the workflow. For example, with Zefort, a trigger could be "New Contract."
A trigger is the event that kicks off your automated workflow.

Setup an action from Xodo Sign

An action is what takes place after the automation is triggered. For example, with Xodo Sign, the action could be "Create Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Zefort to Xodo Sign

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Zefort to Xodo Sign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Zefort and Xodo Sign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Zefort and Xodo Sign to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Contract ID
      Required
    • Party Name
      Required
    • Business organization code
    • Role
    Action
    Write
    • Contract Title
    • Contract File
      Required
    Action
    Write
  • Xodo Sign triggers, actions, and search
    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 Name
      Required
    • Last Name
      Required
    • Email Address
      Required
    • Company
    • Phone Number
    Action
    Write

Learn how to automate Zefort on the Zapier blog

Learn how to automate Xodo Sign on the Zapier blog

zefort logo
zefort logo
About Zefort
Zefort is a contract management platform to easily store, search and share contracts and other important documents.
Related categories
  • Content & Files
xodosign logo
xodosign logo
About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
Learn more
Related categories
  • Signatures

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