Connect sare and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for sare
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Enable Integrations or automations with these events of sare and Xodo Sign
Enable Integrations or automations with these events of sare 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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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your sare and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in sare triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how sare 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 sare 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 sare 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 sare
SARE is a omnichannel platform that helps you communicate and analyze your clients.
Learn MoreAbout Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
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