
When this happens...
Add Contact to Specified List
Campaign Sent

Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new contact is added to specified list.
Triggers when a campaign is created.
Runs when document is sent
Runs when a document is completed in Xodo Sign.
Action is the task that follows automatically within your Elastic Email integrations.
List all campaigns or get a campaign by name.
Get a contact details by email.
Retrieve all existing contacts.
Create or update an email template by name.
Get all email templates.
Mark one or more contacts as unsubscribed.

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To start, connect both your Elastic Email and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Elastic Email triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Elastic Email 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 Elastic Email 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 Elastic Email 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.
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
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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