How to send a Xodo Sign document using a template for signing for each new payment in Square

Relay.app is an automation tool that lets you automate actions across Square, Xodo Sign, and many other apps. In this guide, we'll show you how to automatically run the “send document using template” action in Xodo Sign for each payment added in Square using Relay.app.
Square logoSquare > Xodo Sign
Trigger
Last triggered
Square logoPayment added
Xodo Sign logoSend document using template
1

Create your playbook and set the Square trigger as "New payment added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New payment added" under Square. Then, select details like the location. This will allow your playbook to automatically detect the new payment added in Square and initiate necessary actions.

If this is your first time using a Square integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Send document using template" in Xodo Sign automation

Integrate the Xodo Sign automation into your playbook to ensure the prompt sending of document using template for each new payment added in Square.

Click the "Add step" button, then locate the "Send document using template" automation for Xodo Sign and input the mandatory and relevant details.

If your Xodo Sign account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Xodo Sign account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate sending of document using a template in Xodo Sign. Once turned on, it will respond whenever a new payment is added in Square by sending the chosen document using template in Xodo Sign without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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