Connect Breeze and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New File
New Task
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Ready to use Breeze and Xodo Sign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New File
Triggers when a new file is added.
New Task
Triggers when a new task is created.
Document Sent
Triggers when a document is sent.
Document Completed
Runs when a document is completed in Xodo Sign.
Do thisActions
Action is the task that follows automatically within your Breeze integrations.
Create New Project
Creates a new project.
Create New Task
Creates a new task.
Create Workspace
Creates a new workspace.
List project
List all active projects
List workspaces
list of all workspaces
Get Activity and audit log
list all activity entries
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Frequently Asked Questions
To start, connect both your Breeze and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Breeze triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Breeze 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 Breeze 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 Breeze 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 Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
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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