
When this happens...
Document Sent
Document Completed

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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.
Generate a shortened URL for a destination and return the short link, slug, domain, and tags.

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

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To start, connect both your Xodo Sign and Short Menu accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Short Menu (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Short Menu. This includes choosing which data fields go into which fields of Short Menu, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Short Menu 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 Short Menu. 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 MoreShort Menu is a powerful URL shortening service that allows users to create, manage, and track shortened links with ease. Perfect for marketers, social media managers, and anyone looking to optimize their link sharing strategy.
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