
When this happens...
New Public File
New Public Group
New Private File

Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger When a New Public File is uploaded .
Triggers when a New Public Group created.
Trigger When a New Private File is uploaded .
Triggers when a document is sent.
Runs when a document is completed in Xodo Sign.
Action is the task that follows automatically within your Pinata integrations.
Creates a grpoup in your Pinata account.
Search groups based on Filter.
Updates an existing Group.
Update an existing file.
Search Files based on filters.
Attach a file to a specific group.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Pinata and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Pinata triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Pinata 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 Pinata 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 Pinata 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.
Pinata is a cloud-based platform that simplifies the process of uploading and managing files on the IPFS (InterPlanetary File System) network. It offers secure, decentralized storage solutions with seamless API integration, making it ideal for developers, content creators, and businesses managing large amounts of data.
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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