Connect Flexmail and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Flexmail
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Ready to use Flexmail and Xodo Sign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Flexmail integrations.
Create Contact
Create a contact
Update Contact
Update a contact using contact id
Subscribe Contact to Interest
Subscribe a contact to a selected interest.
Find Contact
Finds a contact based on email.
Unsubscribe a Contact
Unsubscribe a contact from your communication. If a contact is unsubscribed, it can only resubscribe via an opt-in.
Unsubscribe Contact From Interest
Unsubscribe a contact from an interest.
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Frequently Asked Questions
To start, connect both your Flexmail and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Flexmail triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Flexmail 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 Flexmail 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 Flexmail 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 Flexmail
Use Flexmail to keep in touch with subscribers, leads and customers through email marketing. Send better emails through data, powerful targeting and automation.
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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