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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is sent.
Triggers when a new document is completed.
runs when New Card Created
runs when Card Is Moved
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Get card statistics for a specific board

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.
To start, connect both your Xodo Sign and Kanban Zone accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Kanban Zone (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Kanban Zone. This includes choosing which data fields go into which fields of Kanban Zone, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Kanban Zone 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 Kanban Zone. 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 MoreGet into the Kanban Zone to collaborate online using Kanban with a laser focus on the right work at the right time.
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