
When this happens...
Document Sent
Document Completed

Automatically do this!
Create Status
Create Item
Find Item
Get all Files
Get all Tasks
Create a Task
List Categories
List Top Shares
List own shares
List apps
List Global Exports
List Calendar Summary
Get calendar summary for personal
List Contacts
List Contact Totals
List Conversations
List Files
Delete Item
Update Item
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 you add a new item, record or entry to an app (standard or custom).
Triggers when you add a new space.
Triggers whenever there is activity in your stream.
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Add a status update to a workspace stream.
Create a new item, record or entry inside an app (standard or custom).
Find an item by title in an app.

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.

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 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).
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.
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.
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 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 is a tool used to sign legally binding documents online on any device
Learn MorePodio 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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