Connect Xodo Sign and Drip to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

Drip

Automatically do this!

Ready to use Xodo Sign and Drip automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Is Sent

Document Is Sent

Runs when document is sent

Document Completed

Document Completed

Runs when a document is completed in Xodo Sign.

New Subscriber

New Subscriber

Triggers when a new subscriber is added to Drip.

New Subscriber Tag

New Subscriber Tag

Triggers when a new tag is applied to a subscriber.

Remove Subscriber Tag

Remove Subscriber Tag

Triggers when a tag is removed from a subscriber.

New Custom Event

New Custom Event

Triggers when a subscriber performs a custom event.

Do thisActions

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

Create Contact

Create Contact

Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.

Get Final Signed Document

Get Final Signed Document

Gets the final signed document and provides a download link.

Send Reminder

Send Reminder

Sends a reminder to a signer to prompt them to sign a document.

Find and Download Document

Find and Download Document

Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.

Add Tag to Subscriber

Add Tag to Subscriber

Adds a tag to a subscriber.

Remove Tag From Subscriber

Remove Tag From Subscriber

Removes a tag from a subscriber.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Drip?

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

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

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

How often does the data sync between Xodo Sign and Drip?

The data sync between Xodo Sign and Drip 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 Drip?

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 Drip?

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

About Drip

Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.

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