
When this happens...
Document Sent
Document Completed

Automatically do this!
Fetch Current User Info
Fetch Creator Profile and Campaign Information
List All Campaign
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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.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Retrieves the authenticated Patreon user's profile information
Retrieves the authenticated Patreon user’s campaign details, including rewards, goals, and pledges
List all the campaign

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

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

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
To start, connect both your Xodo Sign and Patreon accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Patreon (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Patreon. This includes choosing which data fields go into which fields of Patreon, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Patreon 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 Patreon. 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 MorePatreon is a membership platform that provides tools for creators to run a subscription content service, offering ways for artists, writers, and other creators to earn a monthly income by providing rewards and perks to their subscribers.
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