Connect Loyalzoo and Xodo Sign

Both apps 29Loyalzoo 19Xodo Sign 10

• Trigger
  Checkin

  Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details.

• Trigger
  Customer Updated

  Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships.

• Trigger
  Membership Created

  Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it.

• Trigger
  Membership Ended

  Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it.

• Trigger
  New Charge

  Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes.

• Trigger
  New Counter Event

  Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details.

• Trigger
  New Customer Created

  Triggers when a new customer is added to the merchant's place.

• Trigger
  Points Given

  Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change.

• Action
  Create New Customer

  Creates a new customer and associates them with your Loyalzoo place, returning the customer's id.

• Action
  Export Latest Customer Data

  Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods.

• Action
  Export Latest Transaction Data

  Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards.

• Action
  Get Customer Payment Method

  Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default.

• Action
  Get Membership

  Returns one membership held by a customer of your place, including its amount, billing dates and status.

• Action
  Get Merchant Info

  Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events.

• Action
  Give Points

  Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer.

• Action
  Increase Counter

  Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose.

• Action
  Retrieve Customer Details

  Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods.

• Action
  Search for Loyalty Customer via Email

  Returns the customers of your Loyalzoo place whose email address matches the one you specify.

• Action
  Update Customer

  Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record.

• Trigger
  Document Completed

  Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.

• Action
  Add document

  Create and send a new document for signature.

• Action
  Cancel document

  Cancel an in-progress document's signature process (stops further signing without deleting it).

• Action
  Delete document

  Permanently delete a document or template.

• Action
  List businesses

  List the businesses (sub-accounts) available on this account.

• Action
  List documents

  List the account's documents.

• Action
  List templates

  List the account's saved templates.

• Action
  Reassign signer

  Reassign a document's pending signature to a different signer email.

• Action
  Send reminder

  Send a signature reminder to a pending signer on a document.

• Action
  Use Template

  Sends a document created from a template in your eversign account.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.