
When this happens...
Record Created or Updated
New Records Created

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Create Contact
Find and Download Document
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a record is created or updated in your table.
Runs when new records are added to the chosen Airtable base and table within the last N minutes.
Triggers when a document is sent.
Runs when a document is completed in Xodo Sign.
Action is the task that follows automatically within your Airtable integrations.
Retrieves all records from the selected Airtable base and table.
Removes a specific record from the selected Airtable base and table.
Update the fields of an existing record in the chosen base and table. If no matching record is found, create one when enabled.
list a record by Record ID
Searches a table for a matching record and adds one if none is found.
Adds a new record to a selected Airtable table using the field values you provide.

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Automate Xodo Sign workflows with viaSocket. Send contracts, track signatures, save documents, notify teams, and update your CRM automatically.
To start, connect both your Airtable and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Airtable triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Airtable data is recorded in Xodo Sign. This includes choosing which data fields go into which fields of Xodo Sign, setting up custom formats, and filtering out unwanted information.
The data sync between Airtable and Xodo Sign 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 Airtable and Xodo Sign. 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.
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.
Learn MoreXodo 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.
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