Connect Xodo Sign and Swit to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create Channel
Create Idea
Create Message
Create Project
Create Task
Create Comment on Task
Delete Task
Update Task
Find Channel
Find Project
Find Task
Find Workspace
List Workspaces
List Teams
List Users
Ready to use Xodo Sign and Swit automations
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 Idea
Triggers when a new idea is posted on a specific channel.
New Message
Triggers when a new message is posted on a specific channel.
New Comment on Task
Triggers when a new comment is posted to a specific task.
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 Channel
Creates a channel in a workspace you select.
Create Idea
Posts an idea on a channel you select.
Create Message
Posts a message on a channel you select.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Swit accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Swit (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Swit. This includes choosing which data fields go into which fields of Swit, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Swit 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 Swit. 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 Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
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