Connect Xodo Sign and Float to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Logged Time
Create Department
Create Milestone
Create Person
Create Phase
Create Project Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Project Task
Update Allocation
Update Logged Time
Find Project
Find Allocation
Create Project
Update Project
Update Client
Update Department
Ready to use Xodo Sign and Float 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.
New Milestone
Triggers when a new milestone is created.
New Person
Triggers when a new milestone is person.
New Phase
Triggers when a new phase is created.
New Project
Triggers when a new project 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 Client
creates a new client.
List All Clients
Retrieves the list of all clients
List All Department
Retrieves the list of all department.
Know More About Xodosign and Float Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Float (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Float. This includes choosing which data fields go into which fields of Float, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Float 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 Float. 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 Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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