
When this happens...
Document Sent
Document Completed

Automatically do this!
Remove Subscriber From Segments
Add Subscriber To Segments
Find Subscriber
Unsubscribe Subscriber
Create Or Update Subscriber
List Subscribers
List Segments
List all Segments Colour
List Workflows
Add Existing Subscriber to Workflow
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is sent.
Runs when a document is completed in Xodo Sign.
Runs when a new subscriber is added to Flodesk.
Trigger when a new subscriber added to a segment.
Triggers when a subscriber is unsubscribed.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Downloads the final signed document and provides a link to it.
Sends a reminder to a signer to prompt them to sign a document.
Removes a subscriber from specific segments.
Adds a subscriber to one or more selected segments.
Finds a subscriber by email or ID.

Automate Xodo Sign workflows with viaSocket. Send contracts, track signatures, save documents, notify teams, and update your CRM automatically.

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 Flodesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Flodesk (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Flodesk. This includes choosing which data fields go into which fields of Flodesk, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Flodesk 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 Flodesk. 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.
Learn MoreFlowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
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