Xodo Sign integration with Pipedrive
How to Update Pipedrive deals when eversign documents are completed
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update Pipedrive deals when eversign documents are completed" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Xodo Sign integrations
Xodo Sign actions
Nekton can use any feature that is available in Xodo Sign API.
Using our advanced AI, you can easily create custom automations for Xodo Sign.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a Contact
Find and Download Document
Finds and downloads a document (Needs the document hash from the "Document Completed" Trigger).
Use Template
Sends a document created from a template in your eversign account.
Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device