Connect Xodo Sign and MoEngage to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

MoEngage

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

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Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Create or Update User

Create or Update User

This action creates a new user in MoEngage .If the user profile already exist , this action updates the user attributes

Add or Remove User From Cohort

Add or Remove User From Cohort

This action adds or removes a user from cohort

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Frequently Asked Questions

How do I start an integration between Xodo Sign and MoEngage?

To start, connect both your Xodo Sign and MoEngage accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in MoEngage (or vice versa).

Can we customize how data from Xodo Sign is recorded in MoEngage?

Absolutely. You can customize how Xodo Sign data is recorded in MoEngage. This includes choosing which data fields go into which fields of MoEngage, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xodo Sign and MoEngage?

The data sync between Xodo Sign and MoEngage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xodo Sign to MoEngage?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xodo Sign and MoEngage?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and MoEngage. 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

About Xodo Sign

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.

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MoEngage

About MoEngage

MoEngage is a comprehensive customer engagement platform that helps businesses understand their users and engage them with personalized communication across various channels. It offers features like analytics, push notifications, email marketing, and in-app messaging to enhance user experience and drive growth.

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