
When this happens...
New Group
New Application
New Tenants
New Connections

Automatically do this!
Create Contact
Find and Download Document
Send Reminder
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new group created.
Triggger when a new application is created.
Trigger when a new tenants created.
Trigger when a new connection is created.
Triggers when a document is sent.
Runs when a document is completed in Xodo Sign.
Action is the task that follows automatically within your Authress integrations.
Creates a role with permissions.
Specify tenant identity details for tenant tracking, separation, and user management.
Specify users to be included in a new group.
Specify application details for a new application that you own.
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Downloads the final signed document and provides a link to it.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Authress and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Authress triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Authress 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 Authress 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 Authress 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.
Authress is a powerful authentication and authorization platform that provides secure access management solutions for applications. It simplifies the process of managing user identities and permissions, ensuring that only authorized users can access specific resources.
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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