Integrations Xodo Sign Survey Booker
Xodo Sign + Survey Booker

Connect Xodo Sign and Survey Booker to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

Survey Booker

Automatically do this!

Enable Integrations or automations with these events of Xodo Sign and Survey Booker

Enable Integrations or automations with these events of Xodo Sign and Survey Booker

Triggers

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

Request a new Trigger for Xodo Sign

Actions

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.

Request a new Action for Xodo Sign

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Survey Booker?

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

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

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

How often does the data sync between Xodo Sign and Survey Booker?

The data sync between Xodo Sign and Survey Booker 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 Survey Booker?

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 Survey Booker?

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

About Survey Booker

Survey Booker is the CRM system for Surveyors to help you grow sales, save time and manage your customers.

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