
When this happens...
New Ticket

Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new support ticket is created.
Triggers when a document is sent.
Runs when a document is completed in Xodo Sign.
Action is the task that follows automatically within your Gorgias integrations.
Create a new support ticket in Gorgias using the customer's email, subject, tags, and initial message.
Add a new customer to Gorgias with their contact channel, name, email, language, and time zone.
Update a customer's name, email, language, timezone, or contact channel using their customer ID.
Remove a customer from Gorgias using their customer ID.
Add a message to the selected Gorgias ticket so it appears in the ticket conversation.
Add a new user to Gorgias with an email and role, and set optional language, country, and timezone.

Automate Xodo Sign workflows with viaSocket. Send contracts, track signatures, save documents, notify teams, and update your CRM automatically.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Gorgias and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Gorgias triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Gorgias 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 Gorgias 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 Gorgias 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.
Gorgias is a customer support helpdesk designed for e-commerce businesses. It centralizes customer interactions and automates responses to streamline support operations.
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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