Connect Xodo Sign and moverbase to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

moverbase

Automatically do this!

Enable Integrations or automations with these events of Xodo Sign and moverbase

Enable Integrations or automations with these events of Xodo Sign and moverbase

Triggers

Document Is Sent

Document Is Sent

Runs when document is sent

Document Completed

Document Completed

Runs when a document is completed in Xodo Sign.

Request a new Trigger for Xodo Sign

Actions

Create Contact

Create Contact

Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.

Get Final Signed Document

Get Final Signed Document

Gets the final signed document and provides a download link.

Send Reminder

Send Reminder

Sends a reminder to a signer to prompt them to sign a document.

Find and Download Document

Find and Download Document

Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.

Request a new Action for Xodo Sign

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Frequently Asked Questions

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

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

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

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

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

The data sync between Xodo Sign and moverbase 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 moverbase?

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 moverbase?

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

About moverbase

Moverbase is moving company software that manages the entire operations of a moving company. It is 100% cloud-based and works on any computer, tablet or mobile phone.

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