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Create integrations between Xodo Sign and MyDocSafe
Create a Folder in Mydocsafe when Document Completed in Xodosign
Create a Portal in Mydocsafe when Document Completed in Xodosign
Create a Portal Group in Mydocsafe when Document Completed in Xodosign
Create a Folder in Mydocsafe when Document Sent in Xodosign
Create a Portal in Mydocsafe when Document Sent in Xodosign
Create a Portal Group in Mydocsafe when Document Sent in Xodosign
Create Contact in Xodosign when Document is Signed in Mydocsafe
Find and Download Document from Xodo Sign when Document is Signed in Mydocsafe
Create Contact in Xodosign when Form is submitted in Mydocsafe
Find and Download Document from Xodo Sign when Form is submitted in Mydocsafe
Actions and Triggers
When this happensTriggers
Document Completed
Triggers when a new document is completed.
Document Sent
Triggers when a document is sent.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
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