
When this happens...
Document Is Sent
Document Completed

Automatically do this!
Create Customer Group
Create a Customer
Delete a Customer
Update Customer Group
Create price lists
Create a Shipping Category
Create a SKU's
Update Customer
Create a Price
Create Stock Location
Create Stock Item
Create Gift Card Recipients
Create Shipping Category
Create a Merchant
Update a Merchant
Update a Price List
Find Customer By Email
Find SKU
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when document is sent
Runs when a document is completed in Xodo Sign.
Trigger's when new gift card created.
Runs when a new customer is created in Commerce Layer.
Trigger's when new promotion is created.
Trigger's when a customer is deleted.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Gets the final signed document and provides a download link.
Sends a reminder to a signer to prompt them to sign a document.
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Create a customer group for pricing, discounts, and segmentation.
Create a new customer.

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To start, connect both your Xodo Sign and Commerce Layer accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Commerce Layer (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Commerce Layer. This includes choosing which data fields go into which fields of Commerce Layer, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Commerce Layer 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 Commerce Layer. 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 MoreCommerce Layer is a fast, flexible, and highly secure REST API, designed to empower you to create innovative and scalable eCommerce solutions with ease. Ask ChatGPT
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