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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.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Retrieve all the tasks for given project.
Create a new batch in a project to group related tasks for processing.
Pause processing of an in-progress Batch. Only unstarted tasks will be paused.

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To start, connect both your Xodo Sign and Scale accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Scale (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Scale. This includes choosing which data fields go into which fields of Scale, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Scale 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 Scale. 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 MoreScale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.
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