Connect Xodo Sign and Delighted to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Get Response Metrics
List people in Autopilot
Getting Autopilot configuration
Find a person
Unsubscribe Person
Send Email Survey
Send SMS Survey
Add Person
Add Response
Remove peroson from email autopilot
Add person to email autopilot
Find Person
Ready to use Xodo Sign and Delighted automations
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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 Response
Triggers when a new response is received in this delighted project
New Unsubscribe
Triggers when a person unsubscribes from delighted account
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.
Get Response Metrics
Provides your account metrics for a specific project.
List people in Autopilot
Retrieve all Autopilot memberships for a distribution platform in your project, or list the Autopilot membership for one specific person within a platform.
Getting Autopilot configuration
Retrieve the current Autopilot configuration for for the designated distribution platform.
Know More About Xodosign and Delighted Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and Delighted accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Delighted (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Delighted. This includes choosing which data fields go into which fields of Delighted, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Delighted 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 Delighted. 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 Delighted
Delighted is a customer feedback platform that helps businesses gather and analyze customer satisfaction data through surveys and other feedback mechanisms.
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