Connect Xodo Sign and Teamdeck to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Add booking
Create Project
Create Resource
Create Organization Unit
Time Entry Resource
Update Project
Add New MileStone
List Resources
Use the Built-in Integrations
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.
Add booking
Add a new Booking to the Selected Resource.
Create Project
Creates a new Project in your Organization.
Create Resource
Creates a new rRsource in your Account.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Teamdeck accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Teamdeck (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Teamdeck. This includes choosing which data fields go into which fields of Teamdeck, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Teamdeck 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 Teamdeck. 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 Teamdeck
Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.
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