Connect Xodo Sign and Avaza to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Is Sent
Document Completed
Choose an Action
Automatically do this!
Get All Projects
Get a Section
Get All Companies
Get All Invoices
Get a Contact
Get All Contacts
Get All Bills
Create Contact
Create Project
Create a Task
Update Project
Delete a Task
Get All Tasks
Stop Timer
Create Invoice
Create Estimate / Quote
Create Bill
Create company
Ready to use Xodo Sign and Avaza 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.
Invoice Sent
Triggers when a new Invoice is sent.
New Company
Triggers when a new contact Company is created.
New Contact
Triggered when a new company contact is created.
New Project
Triggers when a new Project is created.
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.
Get All Projects
Get an all existing projects.
Get a Section
Fetch a single section with the projectId.
Know More About Xodosign and Avaza Integrations
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
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Frequently Asked Questions
To start, connect both your Xodo Sign and Avaza accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Avaza (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Avaza. This includes choosing which data fields go into which fields of Avaza, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Avaza 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 Avaza. 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 Avaza
- Avaza is described as a unified work management software designed to enhance productivity for teams. - It integrates a variety of functionalities into a single platform, allowing users to collaborate on projects, engage in chat, schedule resources, track time, manage expenses, and invoice customers. - Avaza is tailored for use in client-focused businesses, supporting modules for Project Management, Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing, which can be utilized together or independently to match a wide range of business needs
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