Connect Campaign Monitor and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscriber
New Unsubscriber
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Ready to use Campaign Monitor and Xodo Sign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber
Triggers when a new subscriber is added to a designated list.
New Unsubscriber
Triggers when a subscriber unsubscribes from a list.
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 Campaign Monitor integrations.
Add Subscriber
Adds a new subscriber to a specified list, including custom field data if provided.
Unsubscribe
Remove a subscriber from a list.
List Clients
list all existing clients
Get Billing Details
Get the billing details for your account.
Update a Subscriber
Update a subscriber to a specified list.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
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Frequently Asked Questions
To start, connect both your Campaign Monitor and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Campaign Monitor triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Campaign Monitor 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 Campaign Monitor 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 Campaign Monitor 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 Campaign Monitor
Campaign Monitor is a powerful email marketing platform designed to help businesses create, send, and optimize their email campaigns. With a user-friendly interface and robust features, it enables marketers to engage their audience effectively and drive better results.
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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