Connect Xodo Sign and Airtable to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
List All Records
Delete Record
Update Record
List a record by Record ID
Find Or Create Record
Create Record
List Bases
List Tables
Create Base
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Sent
Triggers when a document is sent.
Document Completed
Runs when a document is completed in Xodo Sign.
Record Created or Updated
Runs when a record is created or updated in your table.
New Records Created
Runs when new records are added to the chosen Airtable base and table within the last N minutes.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
List All Records
Retrieves all records from the selected Airtable base and table.
Delete Record
Removes a specific record from the selected Airtable base and table.
Update Record
Update the fields of an existing record in the chosen base and table. If no matching record is found, create one when enabled.
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Step by step guides to integrate Xodo Sign and Airtable
Frequently Asked Questions
To start, connect both your Xodo Sign and Airtable accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Airtable (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Airtable. This includes choosing which data fields go into which fields of Airtable, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Airtable typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Xodo Sign and Airtable. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn MoreAbout Airtable
Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.
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