Connect Teable and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
Record Added Or Updated
Record Created
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Record Added Or Updated
Runs when a record is added or updated in a table.
Record Created
Runs when a new entry is added to a table.
Document Sent
Triggers when a 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 Teable integrations.
Delete Records
Delete one or more records from a table and return the deleted items with clear field names.
Create Record
Creates a new entry in the selected table.
Update Record
Updates a record in Teable with the provided field values.
Get Record
Gets a single record from a table by its record ID.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Find and Download Document
Downloads the final signed document and provides a link to it.
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Frequently Asked Questions
To start, connect both your Teable and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Teable triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Teable 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 Teable 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 Teable 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 Teable
Teable is an AI-powered platform designed to enhance productivity and collaboration through intelligent task management and automation solutions.
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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