Connect Xodo Sign and Routee to Build Intelligent Automations

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Xodo Sign

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Routee

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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 contact added

New contact added

Start a workflow for each contact added to your Routee account.

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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.

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Xodo Sign and Routee 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 Routee?

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 Routee?

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

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Routee

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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