Connect Xodo Sign and Memberspot to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Grant Access
Set Offer State
Set Order State
Ready to use Xodo Sign and Memberspot 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.
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.
Grant Access
Grants access to a course (when the member is not existing, the member will be created)
Set Offer State
This is a create action that sets offer state.
Set Order State
Sets the state of an offer with a orderId for a user.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Memberspot accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Memberspot (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Memberspot. This includes choosing which data fields go into which fields of Memberspot, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Memberspot 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 Memberspot. 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 Memberspot
Memberspot is a comprehensive platform designed to help businesses and educators create, manage, and deliver online courses and membership content. It offers tools for course creation, user management, and content delivery, making it ideal for educators, trainers, and businesses looking to offer online learning experiences.
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