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Create integrations between Xodo Sign and Salesforce
Add Contact to Campaign in Salesforce when Document Completed in Xodosign
Add Lead to Campaign in Salesforce when Document Completed in Xodosign
Create Attachment in Salesforce when Document Completed in Xodosign
Create Contact in Salesforce when Document Completed in Xodosign
Create Note in Salesforce when Document Completed in Xodosign
Update Contact in Salesforce when Document Completed in Xodosign
Create Lead in Salesforce when Document Completed in Xodosign
Update Lead in Salesforce when Document Completed in Xodosign
Create Account in Salesforce when Document Completed in Xodosign
Add Contact to Campaign in Salesforce when Document Sent in Xodosign
Actions and Triggers
When this happensTriggers
Document Completed
Triggers when a new document is completed.
Document Sent
Triggers when a document is sent.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Do thisActions
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
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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 Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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