Connect snapADDY and Xodo Sign to Build Intelligent Automations
Ready to use snapADDY and Xodo Sign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Get new contacts
Retrieve contacts added to a specified contact list since the last run, returning the newest first.
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
Do thisActions
Action is the task that follows automatically within your snapADDY integrations.
Create Contact Item
Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.
Update contact
Update an existing contact in the selected SnapADDY contact list.
Retrieve contacts from contact list
Get all contacts in a contact list and optionally return only the fields you select.
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 snapADDY and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in snapADDY triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how snapADDY 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 snapADDY 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 snapADDY 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 snapADDY
snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.
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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