When this happens...
New Contact Created
New Deal Is Created

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.
Runs when a new contact is created in Zoho Bigin.
Runs when a new deal is created in Zoho Bigin.
Triggers when a document is sent.
Runs when a document is completed in Xodo Sign.
Action is the task that follows automatically within your Bigin integrations.
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Updates an existing contact in Bigin with the provided details.
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.
Retrieves the details of the organization.
Creates a new pipeline or updates an existing pipeline in Bigin.
Creates a new contact or updates an existing contact matched by email.

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To start, connect both your Bigin and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Bigin triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Bigin 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 Bigin 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 Bigin 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.
Bigin is your secret weapon to organize your business data into Contacts, Companies, Pipelines, and Activities allowing you to see what areas need your attention and when.
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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