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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is sent.
Triggers when a new document is completed.
Trigger activates whenever a new customer is added.
Trigger when new order is created in your account.
Trigger when new product is created in your account.
Trigger when order is updated and matched to given order status.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Add a new customer to the EKM account.
Add a new Product to the EKM account.
Update the details of an existing product.

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To start, connect both your Xodo Sign and EKM accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in EKM (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in EKM. This includes choosing which data fields go into which fields of EKM, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and EKM 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 EKM. 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.
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