Connect ProjectManager and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Resource Added
New Project Created
New Task Created
Timesheet Entry Created/Updated
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Ready to use ProjectManager and Xodo Sign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Resource Added
Runs when a new person, material, or tool is added to your account
New Project Created
Runs when a new project is created in ProjectManager.
New Task Created
Runs when a new task is created, optionally only for a specific project.
Timesheet Entry Created/Updated
Runs when a timesheet entry is created/updated.
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 ProjectManager integrations.
Create Project
Create a new project
Create Task
Creates a new task in your project.
Update Project
Update selected fields of an existing project. Empty fields remain unchanged.
Update Task
Update an existing task; empty fields remain unchanged.
Update Timesheet Entry ID
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
Get Project Details
Get details of a specific project.
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Frequently Asked Questions
To start, connect both your ProjectManager and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in ProjectManager triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how ProjectManager 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 ProjectManager 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 ProjectManager 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 ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
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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