When this happens...
Job Created
Job Started
Job Completed

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 a Phrase Job has been created, but not yet started.
Triggers when a Phrase Job is marked as in-progress.
Triggers when a Phrase Job has been marked as completed.
Runs when document is sent
Runs when a document is completed in Xodo Sign.
Action is the task that follows automatically within your Phrase integrations.
Starts an existing job that is in draft state.
Completed a job that is in the 'in_progress' state.
Delete's a job from phrase.
Creates a new comment in the specified job.
This action will delete a comment from the specified job.
This action updates a comment to a specific job.

Automate signing workflows with Xodo Sign and viaSocket. Auto-send contracts, save signed documents to cloud storage, notify teams, and keep your CRM updated.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
To start, connect both your Phrase and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Phrase triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Phrase 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 Phrase 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 Phrase 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.
Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
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.
Learn More