Connect Xodo Sign and Docamatic to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Convert URL or HTML to Image
Password Protect PDF
Convert URL or HTML to PDF
Write to an existing PDF
Generate a PDF from a predefined template
Ready to use Xodo Sign and Docamatic automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- 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.
Convert URL or HTML to Image
This endpoint allows you to generate a PDF document from a URL or HTML.
Password Protect PDF
allows you to password protect an existing pdf document.
Convert URL or HTML to PDF
generate a PDF document from a URL or HTML
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Frequently Asked Questions
To start, connect both your Xodo Sign and Docamatic accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Docamatic (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Docamatic. This includes choosing which data fields go into which fields of Docamatic, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Docamatic 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 Docamatic. 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 Docamatic
Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.
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