Connect Xodo Sign and Bigin to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create Contact
Update Contact
Update Company
Get Organization Details
Create Or Update Pipeline
Create Or Update Contact
Create Pipeline
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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.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
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.
Find and Download Document
Downloads the final signed document and provides a link to it.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Create Contact
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Update Contact
Updates an existing contact in Bigin with the provided details.
Update Company
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.
Know More About Xodosign and Bigin Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and Bigin accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Bigin (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Bigin. This includes choosing which data fields go into which fields of Bigin, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Bigin 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 Bigin. 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 Bigin
Bigin is your secret weapon to organize your business data into Contacts, Companies, Pipelines, and Activities allowing you to see what areas need your attention and when.
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