How to send documents for e-signature in Xodo Sign when a new SmartSuite record is added is an automation tool that lets you automate actions across Xodo Sign, SmartSuite, 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 record added in SmartSuite using
SmartSuite logoSmartSuite > Xodo Sign
Last triggered
SmartSuite logoRecord added
Xodo Sign logoSend document using template

Create your playbook and set the SmartSuite trigger as "New record 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 record added" under SmartSuite. Then, select the table you'd like to monitor. This will allow your playbook to automatically detect the newly added record in SmartSuite and initiate necessary actions.

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


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 to each new record added in SmartSuite.

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, you will be prompted to complete that connection. Make sure to allow the necessary permissions for to sync with your Xodo Sign account.


Activate your 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 record is added in SmartSuite 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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