Enable Integrations or automations with these events of Xodo Sign and act-on
Triggers when a document is sent.
Triggers when a new document is completed.
Creates a contact
Finds and downloads a document
Send Reminder to document.
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To start, connect both your Xodo Sign and act-on accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in act-on (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in act-on. This includes choosing which data fields go into which fields of act-on, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and act-on 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 act-on. 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.
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 MoreAct-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.
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