Connect Xodo Sign and Tave to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Find Jobs
List All Job Contacts
List All Notes
List All Orders
List All Users
Find contact of studio
Ready to use Xodo Sign and Tave 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.
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.
Find Jobs
Retrieves the list of all jobs or search based on projectclosed Status.
List All Job Contacts
Retrieves the list of all jobs contacts
List All Notes
Retrieves the list of all notes
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Frequently Asked Questions
To start, connect both your Xodo Sign and Tave accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Tave (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Tave. This includes choosing which data fields go into which fields of Tave, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Tave 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 Tave. 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 Tave
Tave is a comprehensive business management platform designed specifically for photographers and creative professionals. It offers tools for managing clients, projects, and finances, helping users streamline their workflow and grow their business.
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