Connect Membrain and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity Created
New Sales Project Created
Contact Is Updated
Company Is Updated
Opportunity Is Updated
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Ready to use Membrain and Xodo Sign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
New Sales Project Created
Runs when a new sales project is created.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
Opportunity Is Updated
Runs when Opportunity Is Updated
Document Is Sent
Runs when document is sent
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company in Membrain.
Create Contact
Add a new contact in Membrain with the details you provide.
Create Prospect
Creates a new prospect in Membrain.
Create Activity
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Create Sales Opportunity
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Know More About Membrain and Xodosign Integrations
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
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Frequently Asked Questions
To start, connect both your Membrain and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Membrain 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 Membrain 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 Membrain 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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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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