Connect Delighted and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Response
New Unsubscribe
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Ready to use Delighted and Xodo Sign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Response
Triggers when a new response is received in this delighted project
New Unsubscribe
Triggers when a person unsubscribes from delighted account
Document Is Sent
Runs when 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 Delighted integrations.
Get Response Metrics
Provides your account metrics for a specific project.
List people in Autopilot
Retrieve all Autopilot memberships for a distribution platform in your project, or list the Autopilot membership for one specific person within a platform.
Getting Autopilot configuration
Retrieve the current Autopilot configuration for for the designated distribution platform.
Find a person
find a person by email or phone number. Optionally creates a person if none is found.
Unsubscribe Person
Add a person to your unsubscribe list.
Send Email Survey
Send Email Platform Survey
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Frequently Asked Questions
To start, connect both your Delighted and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Delighted triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Delighted 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 Delighted 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 Delighted 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 Delighted
Delighted is a customer feedback platform that helps businesses gather and analyze customer satisfaction data through surveys and other feedback mechanisms.
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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