Connect Xodo Sign and Vtiger CRM integrations
Connect Xodo Sign and Vtiger CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Xodo Sign and Vtiger CRM 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 document event is created.
Triggers when a new template event is created.
Creates a new record.
Deletes a record.
Return the data of a specified record of selected module.
Performs an arbitrary authorized API call.
Updates an existing record.
Retrieves records of selected module that match specified criteria.
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Build your Xodo Sign and Vtiger CRM integrations.
Create custom Xodo Sign and Vtiger CRM 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 document.
Creates a new record.
Creates a template.
Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.
Deletes a record.
Downloads a final pdf.
Downloads an original pdf.
Returns a document.
Popular Xodo Sign and Vtiger CRM workflows.
Looking to get more out of Xodo Sign and Vtiger CRM? With Make you can visually integrate Xodo Sign and Vtiger CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add new survey responses to Vtiger as objects
Streamline your data collection process by automatically transferring new survey responses from Survey Anyplace to your Vtiger CRM. This template ensures that every time a participant submits a response, their information is seamlessly added as a new object in Vtiger, allowing you to manage and analyze your survey data effectively. Enhance your customer relationship management and make informed decisions based on real-time feedback.
TRY IT ->Create new vtiger leads from Facebook Lead Ads submissions and retrieve lead details
Automatically convert Facebook Lead Ads submissions into detailed vtiger leads. Capture new leads and retrieve their details for streamlined CRM management.
TRY IT ->Create a new object in vtiger from a custom webhook trigger
Streamline your data management process by integrating custom webhooks with Vtiger CRM. This template allows you to automatically create a new object in Vtiger every time a custom webhook is triggered, ensuring that your CRM is always up-to-date with the latest information. Perfect for businesses looking to enhance their workflow efficiency and maintain accurate records without manual input.
TRY IT ->Add new Vtiger objects from Google Sheets rows
Streamline your data management process by automatically creating objects in Vtiger CRM whenever new rows are added to your Google Sheets. This template ensures that your CRM is always up-to-date with the latest information, enhancing your customer relationship management and improving your workflow efficiency. Simply set up your Google Sheets with the necessary data structure, and let Make handle the rest!
TRY IT ->Add new cituro customers as Vtiger CRM contacts
You want to add new customers to Vtiger CRM? This Make integration makes it possible. Every new cituro customer will be added to Vtiger as a contact. The best news is, you don't have to enter information manually.
TRY IT ->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.
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