Connect Xodo Sign and Slack to Build Intelligent Automations

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Xodo Sign

When this happens...

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Slack

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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 Message in Channel

New Message in Channel

Triggers when a new message posted on a specific channel.

New User Joined or Updated in Your Org

New User Joined or Updated in Your Org

Triggers when a new user join workspace.

New Message Posted

New Message Posted

Triggers when a new message is posted on any slack channel.

New Message Reaction

New Message Reaction

Triggers when new reaction is added to a message.

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.

Send message

Send message

Send a message to a channel or person with optional buttons, custom bot name/icon, replies in a thread, control over link previews, and scheduled delivery.

Set Slack Status

Set Slack Status

Set your Slack profile status text and emoji and optionally specify how long it should remain active.

Send Interactive messages

Send Interactive messages

This action is built for human intervention purpose to get user input for running flow. although the functionality is also workingh in send message action

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Step by step guides to integrate Xodo Sign and Slack

Frequently Asked Questions

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

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

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

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

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

The data sync between Xodo Sign and Slack 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 Slack?

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 Slack?

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

About Slack

Slack is a team Communication Platform. Focused on chat, apps and working with bots.

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