
When this happens...
New Submission Arrives

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 a new form submission is received.
Runs when document is sent
Runs when a document is completed in Xodo Sign.
Action is the task that follows automatically within your Form.taxi integrations.
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Gets the final signed document and provides a download link.
Sends a reminder to a signer to prompt them to sign a document.
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.

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To start, connect both your Form.taxi and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Form.taxi triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Form.taxi 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 Form.taxi 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 Form.taxi 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.
Form.taxi is a platform designed to streamline the process of creating and managing forms specifically for the transportation industry. It allows users to easily build custom forms for bookings, feedback, and other transportation-related needs.
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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