Connect Xodo Sign and Pencil Spaces to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create Space
Invite User
Ready to use Xodo Sign and Pencil Spaces automations
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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.
User Joins or Leaves a Room
Runs when a user joins or leaves a room in Pencil Spaces.
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 Space
Creates a new collaborative space and invites the listed hosts and participants.
Invite User
Sends an email inviting a user to join the institution.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Pencil Spaces accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Pencil Spaces (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Pencil Spaces. This includes choosing which data fields go into which fields of Pencil Spaces, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Pencil Spaces 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 Pencil Spaces. 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 Pencil Spaces
Pencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.
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