viaSocket

Connect Xodo Sign and Contacts+ to Build Intelligent Automations

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Xodo Sign

When this happens...

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Contacts+

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

New Contact

New Contact

Triggers when a new contact is added to your Contacts+ account.

Contact Deleted

Contact Deleted

Triggers when a contact is deleted from your Contacts+ account.

Contact Updated

Contact Updated

Triggers when a contact is updated from your Contacts+ account.

New Tag

New Tag

Triggers when a tag is added from your Contacts+ account.

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Create Contact

Create Contact

Creates a contact.

Get Account Information

Get Account Information

Fetches the authenticated user’s account information .

Get Teams

Get Teams

Gets a list of teams that the user is a member of.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Contacts+?

To start, connect both your Xodo Sign and Contacts+ accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Contacts+ (or vice versa).

Can we customize how data from Xodo Sign is recorded in Contacts+?

Absolutely. You can customize how Xodo Sign data is recorded in Contacts+. This includes choosing which data fields go into which fields of Contacts+, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xodo Sign and Contacts+?

The data sync between Xodo Sign and Contacts+ typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xodo Sign to Contacts+?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xodo Sign and Contacts+?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and Contacts+. 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

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.

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Contacts+

About Contacts+

Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.

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