Connect Xodo Sign and Groove to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create New
Change Ticket State
Reopen Ticket
Close Ticket
Change Assigned Agent
Ready to use Xodo Sign and Groove 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.
Ticket Closed
Triggers when a ticket is closed
Ticket Tagged
Triggers when a ticket is tagged
Ticket Priority Changed
Triggers when a ticket's priority is change
Ticket Started
Triggers when a new ticket 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 New
Starts a new ticket for your customer
Change Ticket State
Changes the state of a ticket, e.g. from "opened" to "closed".
Reopen Ticket
Changes the state of a ticket to "opened".
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Frequently Asked Questions
To start, connect both your Xodo Sign and Groove accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Groove (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Groove. This includes choosing which data fields go into which fields of Groove, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Groove 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 Groove. 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 Groove
Groove is a customer service platform designed to help businesses manage their customer support tickets, streamline communication, and improve overall customer satisfaction.
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