Connect Xodo Sign and Robolly to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
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Ready to use Xodo Sign and Robolly automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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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.
List Templates
Number field for pagination page
List Renders
List all renders.
Search Template Elements
Get template elements.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Robolly accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Robolly (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Robolly. This includes choosing which data fields go into which fields of Robolly, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Robolly 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 Robolly. 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 Robolly
Robolly is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers a suite of AI-driven tools designed to automate tasks, improve decision-making, and optimize business processes.
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