Connect Xodo Sign and NeetoDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Get the Details of a Ticket
Use the Built-in Integrations
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.
Get the Details of a Ticket
Get the Details of a Ticket
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Frequently Asked Questions
To start, connect both your Xodo Sign and NeetoDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in NeetoDesk (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in NeetoDesk. This includes choosing which data fields go into which fields of NeetoDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and NeetoDesk 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 NeetoDesk. 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 NeetoDesk
NeetoDesk is a comprehensive customer support platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools for managing customer inquiries, tracking support tickets, and providing efficient resolutions. With NeetoDesk, businesses can improve their customer service operations, ensuring timely and effective communication with clients.
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