Workbooks CRM + Xodo Sign Integration
Connect Workbooks CRM to Xodo Sign in 1 click
Free forever.Use premium features free for 14 days.1.
Credit note is posted in Workbooks CRM Instant- Invoice is complete and its status is posted in Workbooks CRM Instant
- Task is created in Workbooks CRM Instant
- New sales lead is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
- Person is created in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
Document is completed in Xodo Sign Instant- Document is sent in Xodo Sign Instant
- Document is signed in Xodo Sign Instant
- Document is created in Xodo Sign Instant
- Document is cancelled in Xodo Sign Instant
2.
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Top 10 Most Popular Workbooks CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Top 10 Most Popular Xodo Sign Automations from
Integrately Community
Most popular
01
Send Microsoft Office 365 message for new Xodo Sign document
02
Create ClickUp task for new Xodo Sign document
03
Send Gmail email for new Xodo Sign document
04
Create Flowlu task for new Xodo Sign document
05
Create Chatwork task for new Xodo Sign document
Most popular
01
Send Microsoft Office 365 message for new Xodo Sign document
02
Create ClickUp task for new Xodo Sign document
03
Send Gmail email for new Xodo Sign document
04
Create Flowlu task for new Xodo Sign document
05
Create Chatwork task for new Xodo Sign document
06
Create Pronnel item for new Xodo Sign document
07
Send Whapi message for new Xodo Sign document
08
Send Chatfuel message for new Xodo Sign document
09
Send Gallabox message for new Xodo Sign document
10
Create Publit.io file for new Xodo Sign document
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2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + Xodo Sign Now 
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You Can Also Connect Workbooks CRM or Xodo Sign With 1400+ Other Apps
Workbooks CRM
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.
Xodo Sign
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.
