Connect Xodo Sign and Finmei to Build Intelligent Automations
Ready to use Xodo Sign and Finmei automations
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
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Automate Instagram DM Replies, Reactions, and Team Alerts
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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.
New Invoice Created
Trigger when new invoice is created.
New Expense Created
Trigger when new expense is created.
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.
Create Invoice
Creates an invoice in Finmei.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Finmei accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Finmei (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Finmei. This includes choosing which data fields go into which fields of Finmei, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Finmei 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 Finmei. 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 Finmei
Finmei is a comprehensive platform designed to streamline financial management and enhance decision-making for businesses and individuals. With a focus on providing insightful analytics and efficient tools, Finmei empowers users to manage their finances with ease and precision.
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