
When this happens...
New Member
New Attributes
New Item

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 member is invited in startinfinity.
Triggers when a new attributes is created.
Triggers when a new item 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 Infinity integrations.
Gets a board in one of your workspaces.
Find a folder in one of your boards.
Gets a member of one of your workspace.
Upload a file from URL to the workspace
Create a new comment on specific item.
Create a new folder in a workspace,board or optionally as child of another folder

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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 Infinity and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Infinity triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Infinity 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 Infinity 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 Infinity 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.
Startinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
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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