Connect salesoptima and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for salesoptima
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Enable Integrations or automations with these events of salesoptima and Xodo Sign
Enable Integrations or automations with these events of salesoptima and Xodo Sign
Triggers
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
Actions
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Send Reminder
Send Reminder to document.
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Frequently Asked Questions
To start, connect both your salesoptima and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in salesoptima triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how salesoptima 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 salesoptima 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 salesoptima 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 salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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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