When this happens...
Workflow Data

Automatically do this!
Create Contact
Find and Download Document
Send Reminder
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a workflow data is updated.
Triggers when a document is sent.
Triggers when a new document is completed.
Action is the task that follows automatically within your Kadoa integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.

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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 Kadoa and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Kadoa triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Kadoa 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 Kadoa 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 Kadoa 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.
Kadoa is a versatile platform designed to streamline and enhance your project management and team collaboration efforts. With a focus on improving productivity and efficiency, Kadoa offers a suite of tools that facilitate seamless communication, task management, and project tracking. Ideal for teams of all sizes, Kadoa helps you stay organized and on top of your projects, ensuring that deadlines are met and goals are achieved.
Learn MoreXodo Sign is a tool used to sign legally binding documents online on any device
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