Connect Xodo Sign and Altoviz to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

Altoviz

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

Request a new Trigger for Xodo Sign

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Find a Sales Invoice

Find a Sales Invoice

Find a sales invoice by internal ID. Optionally creates a sales invoice if none are found

Find Settings

Find Settings

Find an application settings

Find a Product

Find a Product

Find a product by its number. Optionally create a product if none is found

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Altoviz?

To start, connect both your Xodo Sign and Altoviz accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Altoviz (or vice versa).

Can we customize how data from Xodo Sign is recorded in Altoviz?

Absolutely. You can customize how Xodo Sign data is recorded in Altoviz. This includes choosing which data fields go into which fields of Altoviz, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xodo Sign and Altoviz?

The data sync between Xodo Sign and Altoviz typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xodo Sign to Altoviz?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xodo Sign and Altoviz?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and Altoviz. 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

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.

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Altoviz

About Altoviz

Altoviz is a cloud-based invoicing and accounting platform** for small businesses, starting with a web application. It aims to empower entrepreneurs with an appealing and powerful platform.

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