Connect Xodo Sign and Podio to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

Podio

Automatically do this!

Ready to use Xodo Sign and Podio automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

New Item

New Item

Triggers when you add a new item, record or entry to an app (standard or custom).

New Workspace

New Workspace

Triggers when you add a new space.

New Activity

New Activity

Triggers whenever there is activity in your stream.

Item Updated

Item Updated

Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Create Status

Create Status

Add a status update to a workspace stream.

Create Item

Create Item

Create a new item, record or entry inside an app (standard or custom).

Find Item

Find Item

Find an item by title in an app.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Podio?

To start, connect both your Xodo Sign and Podio accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Podio (or vice versa).

Can we customize how data from Xodo Sign is recorded in Podio?

Absolutely. You can customize how Xodo Sign data is recorded in Podio. This includes choosing which data fields go into which fields of Podio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xodo Sign and Podio?

The data sync between Xodo Sign and Podio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xodo Sign to Podio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xodo Sign and Podio?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and Podio. 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

About Xodo Sign

Xodo Sign is a tool used to sign legally binding documents online on any device

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Podio

About Podio

Podio is a customizable work management solution that allows you to streamline and sync your team’s projects and workflow. It offers features like task management, collaboration tools, and integrated chat functionality.

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