Connect Groove and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
Ticket Closed
Ticket Tagged
Ticket Priority Changed
Ticket Started
Ticket Opened
Ticket Moved
Ticket Assigned
Note Added
Customer Replied
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Ticket Closed
Triggers when a ticket is closed
Ticket Tagged
Triggers when a ticket is tagged
Ticket Priority Changed
Triggers when a ticket's priority is change
Ticket Started
Triggers when a new ticket is created.
Ticket Opened
Triggers when a ticket is opened.
Ticket Moved
Triggers when a ticket is moved to a different mailbox.
Do thisActions
Action is the task that follows automatically within your Groove integrations.
Create New
Starts a new ticket for your customer
Change Ticket State
Changes the state of a ticket, e.g. from "opened" to "closed".
Reopen Ticket
Changes the state of a ticket to "opened".
Close Ticket
Changes the state of a ticket to "closed
Change Assigned Agent
Assigns an agent to a ticket.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
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Frequently Asked Questions
To start, connect both your Groove and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Groove triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Groove 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 Groove 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 Groove 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 Groove
Groove is a customer service platform designed to help businesses manage their customer support tickets, streamline communication, and improve overall customer satisfaction.
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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