
When this happens...
Document Sent
Document Completed

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Create Channel
Upload File
List Files
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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.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Create a new channel within a workspace
Initiates a new file upload to Maestra.
Grabs the file list with key id and basic information.

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To start, connect both your Xodo Sign and Maestra accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Maestra (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Maestra. This includes choosing which data fields go into which fields of Maestra, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Maestra 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 Maestra. 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 MoreMaestra is a highly accurate speech to text software. Translate in English, French, Spanish, German and 80+ languages.
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