Connect Envoy for Visitors and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor Invited
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Ready to use Envoy for Visitors and Xodo Sign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
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 Envoy for Visitors integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Find and Download Document
Downloads the final signed document and provides a link to it.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
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Frequently Asked Questions
To start, connect both your Envoy for Visitors and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors
Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.
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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