
When this happens...
Document Sent
Document Completed

Automatically do this!
Create Board
Archive Board
Get Column Values
Create Column
Create Group
Delete Item
Get Group Details
Update Board
Archive Group
Archive Item
Create Subitem
Create Update
Duplicate Group
Update Group
Delete Column
List All Board
Explore more automations built by businesses and experts
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 new user joins.
Triggers when a new board is created/updated
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 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 a board to remove it from active boards while preserving its data.
Retrieve column values for a specific item on a board. Optionally return a single column by its ID.

Automate Xodo Sign workflows with viaSocket. Send contracts, track signatures, save documents, notify teams, and update your CRM automatically.

Unlock the potential of monday.com with 5 straightforward strategies for workflow automation. Boost efficiency and simplify your tasks today.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
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).
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.
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.
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 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 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 Moremonday.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.
Learn More