
When this happens...
Document Is Sent
Document Completed

Automatically do this!
Change Post Status
Create Post
Create a post on behalf of the customer
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when document is sent
Runs when a document is completed in Xodo Sign.
Trigger when new post created.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Gets the final signed document and provides a download link.
Sends a reminder to a signer to prompt them to sign a document.
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
To change status of the post you need to know ID of that post
You can create posts on your own behalf or on behalf of your users.

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To start, connect both your Xodo Sign and Productroad accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Productroad (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Productroad. This includes choosing which data fields go into which fields of Productroad, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Productroad 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 Productroad. 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 MoreProductroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.
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