Connect Xodo Sign and Cakemail to Build Intelligent Automations
Ready to use Xodo Sign and Cakemail automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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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
Triggers when a new document is completed.
New Contact
Trigger when a new contact is added.
Contact Updated
Triggers when a contact is updated.
Contact Deleted
Triggers when a contact is deleted.
Contact Tagged
Triggers when a contact is tagged.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Send Reminder
Send Reminder to document.
Add a Contact
Add a new contact in Cakemail
Update a Contact
Update a perticular contact
Get Account Details
Get the account details.
Know More About Xodosign and Cakemail Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and Cakemail accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Cakemail (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Cakemail. This includes choosing which data fields go into which fields of Cakemail, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Cakemail 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 Cakemail. 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 Cakemail
Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.
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