When this happens...
New Order
Gift Card Redeemed
Gift Card Updated
New Gift Card
New Item

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.
Trigger when a new order is placed.
Trigger when a gift card is redeemed.
Triggers on any changes to a gift card, including redemptions.
Trigger when a new gift card is created.
Trigger when a new item is created.
Runs when document is sent
Action is the task that follows automatically within your GiftUp integrations.
Creates a order.
Will deduct the specified amount of remaining credit from a gift card.
Update the properties for a gift card.
Create a new item group.
Create a new item for sale.
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.

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To start, connect both your GiftUp and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in GiftUp triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how GiftUp 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 GiftUp 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 GiftUp 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.
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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