Connect Xodo Sign and edgility to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

edgility

Automatically do this!

Enable Integrations or automations with these events of Xodo Sign and edgility

Enable Integrations or automations with these events of Xodo Sign and edgility

Triggers

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

Request a new Trigger for Xodo Sign

Actions

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Request a new Action for Xodo Sign

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Frequently Asked Questions

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

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

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

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

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

The data sync between Xodo Sign and edgility 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 edgility?

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 edgility?

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

About edgility

Edgility is a cloud based SMS tool to connect you with the people that matter to your business.

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