Connect OnOffice Enterprise and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for OnOffice Enterprise
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Ready to use OnOffice Enterprise and Xodo Sign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
Do thisActions
Action is the task that follows automatically within your OnOffice Enterprise integrations.
Create Agent Log Entry
Create agent activity log
Create Calendar Appointment
Create calendar appointment
Get Appointments
Get appointments between dates
Get Estate Listings
Retrieve estate listings
Create Estate
Create a new property listing
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
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Frequently Asked Questions
To start, connect both your OnOffice Enterprise and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in OnOffice Enterprise triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how OnOffice Enterprise 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 OnOffice Enterprise 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 OnOffice Enterprise 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 OnOffice Enterprise
Due to the level of innovation, quality and reliability, onOffice estate software is a web-based tool that enables a plethora of activities such as cloud networking, optimization of work processes, creation of goal-oriented websites as well as efficient marketing.
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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