
When this happens...
Document Sent
Document Completed

Automatically do this!
Add Lead to campaign
Search Lead
Add Recipient to Unsubscribe List
Resume Lead From All Campaigns
Remove Lead From Unsubscribe
Remove Lead From Campaign
Pause Lead From All Campaign
Unsubscribe a Lead
Mark a Lead From One Campaign as Not Interested
Mark a Lead From One Campaign as Interested
Update Lead From Campaign
Get User Information
Get Lead by email or Id
Export Campaign Leads
Create Lead in Campaign
Create Campaign
Get Campaigns
Pause Campaign
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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.
Triggers when a recipient be unsubscribes from an email subscription list.
Triggers when a new campaign is created.
Triggers when a new company is created.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Add lead to a campaign
Search a lead
Add a recipient to unsubscribe list

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 Lemlist accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Lemlist (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Lemlist. This includes choosing which data fields go into which fields of Lemlist, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Lemlist 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 Lemlist. 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 Morelemlist is an email outreach platform that enables users to create, send, and track personalized email campaigns. It offers features like automated follow-ups, A/B testing, and detailed analytics to help improve email outreach efforts.
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