
When this happens...
Document Is Sent
Document Completed

Automatically do this!
Create Invoice
Create Customer
Create Address
Find Company
Create Group
Delete Group
Create Branch
Search Invoice
Download Invoice
Export Ledger
Search Ledger
Get An Account Balance
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when document is sent
Runs when a document is completed in Xodo Sign.
Runs when ledger entry created
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.
Gets the final signed document and provides a download link.
Sends a reminder to a signer to prompt them to sign a document.
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Generates a new invoice in Giddh.
Creates a Customer or Account.

Automate signing workflows with Xodo Sign and viaSocket. Auto-send contracts, save signed documents to cloud storage, notify teams, and keep your CRM updated.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

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

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
To start, connect both your Xodo Sign and Giddh accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Giddh (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Giddh. This includes choosing which data fields go into which fields of Giddh, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Giddh 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 Giddh. 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 MoreGiddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.
Learn More