Connect Xodo Sign and Aha! to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Is Sent
Document Completed
Choose an Action
Automatically do this!
Create a Feature
Create an Idea User
Create a product
Create a release
Create a Note
Ready to use Xodo Sign and Aha! automations
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 Idea User
Triggers when a new idea user is created in sceduled time.
New Product
Triggers when a new product is created in scheduled time.
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 a Feature
Creates a new feature in Aha.
Create an Idea User
Create an idea user.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Aha! accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Aha! (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Aha!. This includes choosing which data fields go into which fields of Aha!, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Aha! 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 Aha!. 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 Aha!
Aha! is a comprehensive product management software that helps teams set strategy, prioritize features, create visual roadmaps, and track progress.
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