
When this happens...

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 document is sent
Runs when a document is completed in Xodo Sign.
Action is the task that follows automatically within your Fakturoid integrations.
Generates a new invoice in Fakturoid.
Creates a subject in account.
Get an existing subject by id in account.
Updates a invoice in Fakturoid.
Get an existing invoice by id in Fakturoid.
Delete an existing invoice by id in Fakturoid.

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To start, connect both your Fakturoid and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Fakturoid triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Fakturoid 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 Fakturoid 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 Fakturoid 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.
Fakturoid is an online invoicing and accounting platform designed to simplify financial management for small businesses and freelancers. It offers features such as automated invoicing, expense tracking, and financial reporting, making it easier to manage your business finances efficiently.
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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