
When this happens...
Card Created
New Folder Created
New Folder Updated
Folder Deleted
Folder To Pdf Created
Folder Viewed
Card Added To Board
Card Comment Created
Card Comment Deleted
Card Comment Resolved
Card Comment Updated
Card Copied
Card Deleted
Card Favorited
Card Link Copied
Card Restored
Card Unfavorited
Card To Pdf
Card Updated
Card Verified
Card Viewed
Collection Created
Collection Deleted
Collection Exported
Card Draft Created
User Group Created
User Group Deleted
User Group Member Added
Team Member Added
Team Member Removed
Tag Created
Tag Deleted
Tag Updated
Tag Merged
Tag Category Created
Tag Category Deleted
Tag Category Updated
Question Created
Question Answered
Question Deleted
Draft Created

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 user creates a card.
Trigger when a new Folder/Board Created.
Runs when Folder/board is updated
Trigger when a new Folder/Board Deleted.
Trigger when a Folder/Board To Pdf Created.
Trigger when an existing Folder/Board Viewed.
Action is the task that follows automatically within your Guru integrations.
Creates a new Card.
Updates the created card.
Deletes an existing card.
Submits a question to Guru and returns the answer.
Find relevant knowledge and documents for a query.
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.

Automate signing workflows with Xodo Sign and viaSocket. Auto-send contracts, save signed documents to cloud storage, notify teams, and keep your CRM updated.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

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

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
To start, connect both your Guru and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Guru triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Guru 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 Guru 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 Guru 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.
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
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.
Learn More