viaSocket

Connect Xodo Sign and monday.com to Build Intelligent Automations

Choose a Trigger

Xodo Sign

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monday.com

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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.

New User

New User

Triggers when new user joins.

New Board

New Board

Triggers when a new board is created/updated

Request a new Trigger for Xodo Sign

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 Board

Create Board

Create a new monday.com board with the specified name and type; optionally assign it to a workspace or use a template. Returns the new board's ID.

Archive Board

Archive Board

Archive a board to remove it from active boards while preserving its data.

Get Column Values

Get Column Values

Retrieve column values for a specific item on a board. Optionally return a single column by its ID.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and monday.com?

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

Can we customize how data from Xodo Sign is recorded in monday.com?

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

How often does the data sync between Xodo Sign and monday.com?

The data sync between Xodo Sign and monday.com 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 monday.com?

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 monday.com?

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

About monday.com

monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.

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