
When this happens...
Document Sent
Document Completed

Automatically do this!
Comment on a Parallel
Tag a Parallel
Create Parallel
Rename Parallel
Find Parallel
Delete Parallel
Rename Template
Close Parallel
Reopen Parallel
Get a Parallel
Get a Template
Get a Contact
Untag a Parallel
Associate a Profile
Disassociate a Profile
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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 parallels is created.
Triggers when new parallels or petition is completed.
Triggers when new comment posted .
Triggers when a comment is deleted .
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Send a comment or a note within a parallel.
Tag a parallel with specified tag.
Creates a parallel.

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To start, connect both your Xodo Sign and Parallel accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Parallel (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Parallel. This includes choosing which data fields go into which fields of Parallel, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Parallel 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 Parallel. 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 MoreParallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.
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