Connect Clientjoy and Xodo Sign integrations
Connect Clientjoy and Xodo Sign with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Clientjoy and Xodo Sign to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new customer is created.
Triggers when an invoice is paid.
Triggers when a new invoice is created.
Triggers when an invoice is sent.
Triggers when a new lead is created.
Triggers when lead status is changed.
Triggers when a new proposal is created.
Triggers when a customer is updated.
Triggers when a lead is updated.
Cancels a document.
Creates a document.
Creates a template.
Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.
Downloads a final pdf.
Downloads an original pdf.
Returns a document.
Returns a template.
Performs an arbitrary authorized API call.
Sends a reminder. A reminder can be sent on a per-signer basis only.
Uploads a file.
Creates a document from a selected template.
Lists existing businesses on your account.
Lists documents.
Lists templates.
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Build your Clientjoy and Xodo Sign integrations.
Create custom Clientjoy and Xodo Sign workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Cancels a document.
Creates a new customer from a lead.
Creates a new customer.
Creates a document.
Creates a new lead.
Creates a new proposal.
Creates a template.
Creates a new invoice.
Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.
Popular Clientjoy and Xodo Sign workflows.
Looking to get more out of Clientjoy and Xodo Sign? With Make you can visually integrate Clientjoy and Xodo Sign into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Send new completed eversign documents to Dropbox and Discord
Use this template to automatically upload new completed eversign documents to Dropbox and send them to Discord.
TRY IT ->Create Eversign Contracts For New Employees
Create Eversign contracts for all your new employees that have a record in your Airtable Base
TRY IT ->Create Eversign documents from Google Forms responses
Every time someone fills out your Google Form, Make will automatically create an Eversign document from a template and save it in Google Drive.
TRY IT ->Upload new Eversign completed documents to OneDrive
Every time a new eversign document is completed, Make will automatically upload it to a specified OneDrive folder.
TRY IT ->Create Eversign documents from a template and send them via Outlook 365
This template helps you create an Eversign document from a Template. Then, the eversign document is downloaded and sent via Microsoft 365 Email. The scenario can be setup to run automatically at a specific time interval (every day, week or a specific date).
TRY IT ->Create Eversign documents from Typeform responses
Every time someone fills out your Typeform, Make will automatically create an Eversign document from a template and save it in OneDrive.
TRY IT ->Upload new Eversign completed documents to Dropbox
Every time a new eversign document is completed, Make will automatically save it in the Dropbox folder of your choice.
TRY IT ->Create Eversign documents from Google Sheets
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a document from an Eversign template with dynamic values. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1V3fs-rGFAwETE-61XCSU53RuASh39T_oZoGMtk_OtVc/edit?usp=sharing).
TRY IT ->Save Eversign completed documents to Google Drive
Every time a new Eversign document is signed and completed, Make will automatically save the final document to Google Drive.
TRY IT ->
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