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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is sent.
Triggers when a new document is completed.
Triggers when new job is created.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Import a job.

Automate Xodo Sign workflows with viaSocket. Send contracts, track signatures, save documents, notify teams, and update your CRM automatically.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
To start, connect both your Xodo Sign and CARTO accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in CARTO (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in CARTO. This includes choosing which data fields go into which fields of CARTO, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and CARTO 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 CARTO. 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 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 MoreCARTO is a powerful platform for location intelligence and spatial data analysis. It enables users to visualize, analyze, and gain insights from geospatial data, making it an essential tool for businesses and organizations looking to leverage location-based data for decision-making and strategic planning.
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