
When this happens...
New Record
Update Record

Automatically do this!
Create Contact
Find and Download Document
Send Reminder
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new record is created.
Triggers after a record being update .
Triggers when a document is sent.
Triggers when a new document is completed.
Action is the task that follows automatically within your tabidoo integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your tabidoo and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in tabidoo triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how tabidoo 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 tabidoo 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 tabidoo 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.
"Tabidoo is an intuitive and user-friendly online database management system designed to help you organize, store, and manage your data efficiently. With Tabidoo, you can easily create custom tables, manage relationships between data points, and collaborate seamlessly within your organization. Whether you're tracking projects, managing contacts, or handling inventory, Tabidoo simplifies data organization, making it accessible and manageable without the need for complex software or coding skills."
Learn MoreXodo Sign is a tool used to sign legally binding documents online on any device
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