Connect Xodo Sign and Teable to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Delete Records
Create Record
Update Record
Get Record
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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
Runs when a document is completed in Xodo Sign.
Record Added Or Updated
Runs when a record is added or updated in a table.
Record Created
Runs when a new entry is added to a table.
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.
Delete Records
Delete one or more records from a table and return the deleted items with clear field names.
Create Record
Creates a new entry in the selected table.
Update Record
Updates a record in Teable with the provided field values.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Teable accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Teable (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Teable. This includes choosing which data fields go into which fields of Teable, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Teable 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 Teable. 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 Teable
Teable is an AI-powered platform designed to enhance productivity and collaboration through intelligent task management and automation solutions.
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