Connect Xodo Sign and SurveyMars to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create Survey From Template
AI Create Survey
AI Survey Callback Status
Ready to use Xodo Sign and SurveyMars automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
New Survey Created
Retrieve surveys created within the recent time window (default 15 minutes).
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Send Reminder
Send Reminder to document.
Create Survey From Template
Create a new survey from an existing template by providing the template's ID and a title. Returns the new survey ID and related access/share URLs.
AI Create Survey
Use AI to create a ready-to-use survey from the provided title, purpose, language, number of questions, and survey type.
AI Survey Callback Status
Retrieve creation status and the resulting survey ID and URLs for an AI-created survey using its Task ID.
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Frequently Asked Questions
To start, connect both your Xodo Sign and SurveyMars accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in SurveyMars (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in SurveyMars. This includes choosing which data fields go into which fields of SurveyMars, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and SurveyMars 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 SurveyMars. 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 is a tool used to sign legally binding documents online on any device
Learn MoreAbout SurveyMars
SurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.
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