Connect Xodo Sign and Plunk to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create Contact
Create Campaign
Track Event
Send Campaign
Update Contact
Ready to use Xodo Sign and Plunk 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.
New Contact Is Added
Runs when a new contact is added in Plunk.
Contact Is Updated
Runs when a contact is updated in Plunk.
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 Plunk or updates an existing contact.
Create Campaign
Creates a new campaign in Plunk to start outreach and track results.
Track Event
Record an activity in Plunk so it is saved and visible in your account.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Plunk accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Plunk (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Plunk. This includes choosing which data fields go into which fields of Plunk, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Plunk 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 Plunk. 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 Plunk
Plunk is a platform designed to enhance productivity and streamline workflows through automation and integration of various applications.
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