
When this happens...
New Client Is Created
Client Is Updated
Client Is Deleted
New Invoice Is Created
Invoice Updated
New Job Is Created
Job Is Closed
Job Is Updated
New Quote Is Created
Quote Approved
Quote Sent
New Request Created

Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new client is created
Runs when client is updated
Runs when Client Is Deleted
Runs when New Invoice Is Created
Runs when invoice is updated
Runs when new job is created
Action is the task that follows automatically within your Jobber integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.

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.
To start, connect both your Jobber and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Jobber triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Jobber 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 Jobber 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 Jobber 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.
Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
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