Connect Xodo Sign and EmailOctopus to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Get Campaign Summary
Get a Contact
Get All Tags
Get All Contacts
Get a List
Create List Field
Create Tag
Create A List
Create Contact
Update List
Update Tag
Update Contact
Delete List
Delete Tag
Add Tag to Contact
Get List Tags
Get All Contacts of List
Ready to use Xodo Sign and EmailOctopus automations
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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.
Contact Unsubscribes
Triggers when a contact unsubscribes
New Contact
Triggers when a new contact is created
Updated Contact
Triggers when a new contact is updated
Email Bounced
Triggers when an email to a recipient bounces.
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.
Get Campaign Summary
Returns details of Campaign Summary.
Get a Contact
Returns a Contact in a List.
Get All Tags
Returns all Tags in a List.
Know More About Xodosign and Emailoctopus Integrations
Xodo Sign Automation: Eliminate Manual Document Work
Automate Xodo Sign workflows with viaSocket. Send contracts, track signatures, save documents, notify teams, and update your CRM automatically.
EmailOctopus: Ultimate Marketing Tool
Unlock the power of EmailOctopus, the ultimate marketing tool for streamlined email campaigns. Elevate your marketing strategy and achieve greater success.
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Frequently Asked Questions
To start, connect both your Xodo Sign and EmailOctopus accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in EmailOctopus (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in EmailOctopus. This includes choosing which data fields go into which fields of EmailOctopus, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and EmailOctopus 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 EmailOctopus. 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 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 MoreAbout EmailOctopus
EmailOctopus is a cost-effective email marketing tool that helps businesses send email campaigns and automated emails. It integrates easily with existing workflows, supports custom HTML designs, and provides detailed campaign analytics.
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