
When this happens...
Document Is Sent
Document Completed

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when document is sent
Runs when a document is completed in Xodo Sign.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Gets the final signed document and provides a download link.
Sends a reminder to a signer to prompt them to sign a document.
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Converts DOCX files to text
Convert various document formats to PDF

Automate signing workflows with Xodo Sign and viaSocket. Auto-send contracts, save signed documents to cloud storage, notify teams, and keep your CRM updated.

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To start, connect both your Xodo Sign and Dumpling AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Dumpling AI (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Dumpling AI. This includes choosing which data fields go into which fields of Dumpling AI, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Dumpling AI 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 Dumpling AI. 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 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 MoreDumpling AI is an innovative platform that leverages artificial intelligence to provide advanced solutions for various industries. It offers tools and services that enhance productivity, streamline processes, and deliver intelligent insights to help businesses make data-driven decisions.
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