Connect Xodo Sign and Basin to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create Project
Create Form
Update Form
Update Submissions
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Sent
Triggers when a document is sent.
Document Completed
Runs when a document is completed in Xodo Sign.
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.
Create Project
Creates new project.
Create Form
Creates a new form
Update Form
Updates existing forms.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Basin accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Basin (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Basin. This includes choosing which data fields go into which fields of Basin, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Basin 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 Basin. 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 Basin
Basin is a powerful tool designed to streamline form management and data collection for businesses and developers. It offers a seamless way to handle form submissions without the need for server-side code, making it ideal for web developers and businesses looking to simplify their form handling processes.
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