
When this happens...
New Project
New Branch
New Role
Update Role
Update Branch
Update Project

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.
Triggers when new project is created.
Triggers when new branch is created in an existing project.
Triggers when new role is created.
Triggers when an existing role is updated.
Triggers when an existing branch is updated in an existing project.
Triggers when an existing project is updated.
Action is the task that follows automatically within your Neon integrations.
Retrieve a currnet user details.
Creates a Project.
Creates a Branch.
Creates a Role.
Update an existing project.
Update an existing Branch.

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To start, connect both your Neon and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Neon triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Neon 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 Neon 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 Neon 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.
Neon is a cutting-edge platform that offers advanced technological solutions for developers and tech enthusiasts. It provides a suite of tools and services designed to enhance productivity, streamline workflows, and foster innovation in the tech industry.
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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