Connect Swit and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea Posted
New Message Arrives
New Comment Is Posted to a Task
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Ready to use Swit and Xodo Sign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea Posted
Runs when a new idea is posted in a specific channel.
New Message Arrives
Runs when new message arrives in the selected channel.
New Comment Is Posted to a Task
Runs when new comment is posted to a task
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 Swit integrations.
Create Channel
Creates a new channel in the selected workspace.
Post Idea
Post an idea to a chosen channel.
Post Message
Post a plain-text message to a selected channel.
Create Project
Create a project in the selected workspace.
Create Task
Create a new task in a selected project.
Add Comment To Task
Posts a comment to a selected task.
Know More About Swit and Xodosign Integrations
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Frequently Asked Questions
To start, connect both your Swit and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Swit triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Swit 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 Swit 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 Swit 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 Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
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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