Connect Xodo Sign and Smartsheet to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Is Sent
Document Completed
Choose an Action
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Ready to use Xodo Sign and Smartsheet automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
New Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
Know More About Xodosign and Smartsheet Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and Smartsheet accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Smartsheet (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Smartsheet. This includes choosing which data fields go into which fields of Smartsheet, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Smartsheet 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 Smartsheet. 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 Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
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