Connect Xodo Sign and Desk-Net to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Get all Users
Ready to use Xodo Sign and Desk-Net automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd 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.
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 all Users
Get list of all users within the organization.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Desk-Net accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Desk-Net (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Desk-Net. This includes choosing which data fields go into which fields of Desk-Net, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Desk-Net 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 Desk-Net. 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 is a tool used to sign legally binding documents online on any device
Learn MoreAbout Desk-Net
Desk-Net is a comprehensive editorial management tool designed to streamline the planning, coordination, and execution of content across various media platforms. It offers features such as task management, calendar scheduling, and team collaboration to enhance productivity and ensure timely delivery of content.
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