Connect Xodo Sign and SendGrid to Build Intelligent Automations
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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.
Create or Update Contact
This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.
Add Recipient to SendGrid
Add a Recipient to SendGrid List.
Add a Single Recipient to a List
Adds an existing recipient to a specified SendGrid contact list.
Know More About Xodosign and Sendgrid Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and SendGrid accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in SendGrid (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in SendGrid. This includes choosing which data fields go into which fields of SendGrid, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and SendGrid 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 SendGrid. 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 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 MoreAbout SendGrid
SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.
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