Connect Basalt and Xodo Sign to Build Intelligent Automations

Choose a Trigger

Basalt

When this happens...

Choose an Action

Xodo Sign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

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Do thisActions

Action is the task that follows automatically within your Basalt integrations.

Create Trace

Create Trace

Create a new trace to track the execution of a feature.

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

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Frequently Asked Questions

How do I start an integration between Basalt and Xodo Sign?

To start, connect both your Basalt and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Basalt triggers actions in Xodo Sign (or vice versa).

Can we customize how data from Basalt is recorded in Xodo Sign?

Absolutely. You can customize how Basalt 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.

How often does the data sync between Basalt and Xodo Sign?

The data sync between Basalt and Xodo Sign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Basalt to Xodo Sign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Basalt and Xodo Sign?

Yes, you can set conditional logic to control the flow of data between Basalt 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.

Basalt

About Basalt

Basalt is an advanced AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, analyze data, and provide actionable insights, making it an essential tool for businesses looking to optimize their operations.

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Xodo Sign

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.

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