Connect Xodo Sign and Pyrus to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create Simple Task
Get Forms
Create Task With Form
Delete Task
Add Member
List Forms
List Annoucements
List Catalogs
List Contacts
List Members
Get All Lists
Get Profile
List Roles
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Send Reminder
Send Reminder to document.
Create Simple Task
Creates a simple task with contacts
Get Forms
Get an existing form details by it's form id.
Create Task With Form
Creates a new task With an existing Form.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Pyrus accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Pyrus (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Pyrus. This includes choosing which data fields go into which fields of Pyrus, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Pyrus 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 Pyrus. 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.
About Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
Learn MoreAbout Pyrus
Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.
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