Vtiger CRM + Xodo Sign Integration

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Create Your Own Vtiger CRM & Xodo Sign Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
Document is completed in Xodo Sign
Triggers the automation when a particular document is completed
Instant
Document is sent in Xodo Sign
Triggers the automation when a document is sent to the recipient
Instant
Document is signed in Xodo Sign
Triggers the automation when a document is signed
Instant
Document is created in Xodo Sign
Triggers the automation when a new document is created
Instant
Document is cancelled in Xodo Sign
Triggers the automation when a document is cancelled
Instant

Update contact in Vtiger CRM
Updates an existing contact
Update account in Vtiger CRM
Updates an existing account
Search opportunity in Vtiger CRM
Searches for an opportunity
Search account in Vtiger CRM
Searches for an account
Update opportunity in Vtiger CRM
Updates an existing opportunity
Create contact in Vtiger CRM
Adds a new contact to the database
Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
Create todo in Vtiger CRM
Creates a new to-do item
Create account in Vtiger CRM
Generates a new account
Create product in Vtiger CRM
Generates and launch new products
Create opportunity in Vtiger CRM
Creates a new instance of the support system
Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
Create case in Vtiger CRM
Generates a new case entry
Create service in Vtiger CRM
Creates a new service entry
Create module record in Vtiger CRM
Creates a new record in a module
Create event in Vtiger CRM
Adds a new contact to the contact list
Create ticket in Vtiger CRM
Generates a new ticket
Create contact in Xodo Sign
Adds a new contact to the database

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You Can Also Connect Vtiger CRM or Xodo Sign With 1200+ Other Apps

Easily manage your sales, marketing and customer support with Vtiger CRM. Reach out to leads in no time, convert prospects into customers and help customers achieve their goals with this easy-to-use solution.

See Vtiger CRM Integrations

Xodo Sign is a digital signature tool. It lets you send and sign documents from any device. It also helps you manage and store these documents safely. Plus, you can quickly add contacts, making repeat signings easy.

See Xodo Sign Integrations