Connect Xodo Sign and Zoho POS to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Is Sent
Document Completed
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Item Group
Create Contact Person
Create Sales Order
Create Sales Invoice
Record Customer Payment
Update Contact Person
Update Invoice
Update Customer Payment
Delete Contact
Delete Contact Person
Delete Item Group
Delete Tax
Delete Sales Order
Delete Invoice
Delete Customer Payment
Delete Bill By Number
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
New Bill Created
Runs when a new bill is created.
New Item Created
Runs when new Item Is created
New Contact Created
Runs when a new contact is created
New Invoice Added
Runs when a new invoice is added.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Create Contact
Create a contact with billing, shipping and primary contact info.
Update Contact
Update contact details.
Know More About Xodosign and ZohoPos Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and Zoho POS accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Zoho POS (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Zoho POS. This includes choosing which data fields go into which fields of Zoho POS, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Zoho POS 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 Xodo Sign and Zoho POS. 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 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 MoreAbout Zoho POS
Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
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