Connect Seven Time and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Project
New Time Log
New Work Order
New Task
New Contact Person
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Ready to use Seven Time and Xodo Sign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created in Seven Time.
New Project
Triggers when a new project is created in Seven Time.
New Time Log
Triggers when a new time log is created in Seven Time.
New Work Order
Triggers when a new work order is created in Seven Time.
New Task
Triggers when a new task is created in Seven Time.
New Contact Person
Triggers when a new contact person is created.
Do thisActions
Action is the task that follows automatically within your Seven Time integrations.
Create Contact Person
Creates a Contact Person in Seven Time.
Create Task
Create Task in Seven Time
Create Work Order
Creates a work order in Seven Time.
Create Time Log
Creates a time log in Seven Time.
Create Project
Creates a new project in Seven Time.
Update Customer
Update customer in Seven Time.
Know More About Seven Time and Xodosign Integrations
Xodo Sign Automation: Eliminate Manual Document Work
Automate signing workflows with Xodo Sign and viaSocket. Auto-send contracts, save signed documents to cloud storage, notify teams, and keep your CRM updated.
How viaSocket Works | A Complete Guide
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.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
Frequently Asked Questions
To start, connect both your Seven Time and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Seven Time triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Seven Time 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 Seven Time 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 Seven Time 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 Seven Time
Seven Time is a comprehensive time tracking and project management tool designed to help businesses and teams efficiently manage their time and resources. It offers features such as time tracking, project management, invoicing, and reporting, making it an ideal solution for businesses looking to streamline their operations and improve productivity.
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.
Learn More
