Connect Apollo and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
New Contact
Contact Updated
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Ready to use Apollo and Xodo Sign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when a new account is created
New Contact
Triggers when a new contact is created
Contact Updated
Triggers when an existing account is updated
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
Do thisActions
Action is the task that follows automatically within your Apollo integrations.
Create Account
Creates a new Apollo account with the provided account details.
Create Contact
Creates a new contact to your team's Apollo account.
Create Deal
Creates a new deals for an Apollo account
Create Task
Create a new task in Apollo for a contact and assign it to a user with the chosen due date, title, note, priority, and status.
Update Account
Update an existing account
Find Contact
Find contact by combinations of names, job titles, employers (company names), and email addresses.
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Step by step guides to integrate Apollo and Xodo Sign
Frequently Asked Questions
To start, connect both your Apollo and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Apollo 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 Apollo 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 Apollo 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.
About Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn MoreAbout 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.
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