Connect Xodo Sign and Freelo to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create Project
List Invited Projects
Archive Project
Activate Project
Delete Project
List Archived Projects
List Projects
Create Tasklist
List Tasklists
Create Task
List Tasks
Active Tasks
Finish Task
Update Task
Delete Task
List Subtask
Create Subtask
Create Comment
List Comments
Create Work Report
List Work Reports
List Issued Invoices
Get Issued Invoices
Mark as Invoiced
Invite Users to the Projects by Email
Invite Users to the Projects by Users ID
List Users
List Files
List Notifications
List Events
List States
List Custom Fields Types
List Custom Filters
Ready to use Xodo Sign and Freelo 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 Task Created
Triggered when a new task is created in a project.
Project Created
Triggered when a project is created.
Work Report Updated
Triggered when a work report is updated.
Comment Updated
Triggered when a comment is updated.
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 Project
Creates a new project in Freelo.
List Invited Projects
Get all Invited Projects in Freelo.
Archive Project
Archive a project in Freelo.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Freelo accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Freelo (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Freelo. This includes choosing which data fields go into which fields of Freelo, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Freelo 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 Freelo. 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 is a tool used to sign legally binding documents online on any device
Learn MoreAbout Freelo
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
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