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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.
Triggers when a new Contact is added to any list.
Triggers when a new list Created.
Trigger when a New Tag created.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Creates a new contact in SendX.
Update a contact in SendX.
Creates a contact in SendX.

Automate Xodo Sign workflows with viaSocket. Send contracts, track signatures, save documents, notify teams, and update your CRM automatically.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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To start, connect both your Xodo Sign and SendX accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in SendX (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in SendX. This includes choosing which data fields go into which fields of SendX, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and SendX 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 SendX. 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 MoreSendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
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