
When this happens...
Document Sent
Document Completed

Automatically do this!
Create Card
Create Tag
Update Tag
Delete Tag
Create Column
Update Column
Delete Column
Update Collection
Delete Collection
Create Collection
Update Card
Delete Card
List Collections
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 when new Card is Created.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Creates a new Card.
Creates a Tag.
Update an Existing Tag.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Xodo Sign and Favro accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Favro (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Favro. This includes choosing which data fields go into which fields of Favro, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Favro 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 Favro. 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 is a tool used to sign legally binding documents online on any device
Learn MorePlan a wedding, build an award winning video game or even send a rocket into space. Favro helps you manage everything from the smallest task, to the most advanced project.
Learn More