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Triggers and Actions in Xodo Sign Automations
viaSocket makes it simple to connect Xodo Sign and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
How to get started with Xodo Sign automations
Automate when something happens in Xodo Sign
Login -> Create new flow -> Select trigger -> Search Xodo Sign -> Choose the trigger from the list
Take action in Xodo Sign when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Xodo Sign -> Choose the action from the list
Trigger
Action
Real-world use cases of Xodo Sign integrations
See how Xodo Sign integrates with popular apps to automate tasks and streamline your workflow.
- Integrate xodosign with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and xodosign databases.
- Integrate xodosign with MySQL to automatically sync records, facilitating seamless data exchange between xodosign and your SQL databases.
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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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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