Connect NetHunt CRM and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
New Comment
New Call Logs
Updated Record
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Ready to use NetHunt CRM and Xodo Sign automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Trigger when a new record created.
New Comment
Trigger when new comment is created.
New Call Logs
Trigger when new call logs created.
Updated Record
Trigger when record updated.
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
Do thisActions
Action is the task that follows automatically within your NetHunt CRM integrations.
Create Record
Create a new record
Update Record
Update a record
Delete Record
Delete a record
Create Comment
Create a new record comment
Find Record
Find records by ID or text query
Link Gmail Thread
This action Add a Gmail thread to a record.
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Frequently Asked Questions
To start, connect both your NetHunt CRM and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in NetHunt CRM triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how NetHunt CRM data is recorded in Xodo Sign. This includes choosing which data fields go into which fields of Xodo Sign, setting up custom formats, and filtering out unwanted information.
The data sync between NetHunt CRM and Xodo Sign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between NetHunt CRM and Xodo Sign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About NetHunt CRM
NetHunt CRM is a customer relationship management system for Gmail and Google Apps.
Learn MoreAbout Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
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