
When this happens...
Document Sent
Document Completed

Automatically do this!
Create a New Registration
Delete API Registration
Add Employee
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.
Creates New Registration in Plecto.
Delete a API Registration.
Add a new employee to the plecto

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Xodo Sign and Plecto accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Plecto (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Plecto. This includes choosing which data fields go into which fields of Plecto, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Plecto 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 Plecto. 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 is a tool used to sign legally binding documents online on any device
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