Connect Orderry and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Created
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Ready to use Orderry and Xodo Sign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Triggers when New Task.
Document Sent
Triggers when a 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 Orderry integrations.
Create Task
Create a Task
Create Comment on Task
Create Comment on Task
Create Order Comment
Add a comment to a specific order.
Create Comment for Invoice
Use this method to add comments to the invoice's Event Feed.
Create Client
Update Contact
Update existed contact.
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Frequently Asked Questions
To start, connect both your Orderry and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Orderry triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Orderry 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 Orderry 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 Orderry 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 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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