Connect Xodo Sign and Teamwork Desk to Build Intelligent 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 Ticket
Triggers when a new ticket is created.
New Customer
Triggers when a new customer is added.
Customer Updated
Triggers when a customer's details are updated.
New Note on Ticket
Triggers when a new note is added to a ticket.
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 Customer
Creates a new customer
Assign Ticket
Assigns a ticket to a specific team member.
Link tasks to ticket
Link task to ticket
Know More About Xodosign and Teamwork Desk Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and Teamwork Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Teamwork Desk (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Teamwork Desk. This includes choosing which data fields go into which fields of Teamwork Desk, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Teamwork Desk 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 Teamwork Desk. 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 Teamwork Desk
Teamwork Desk is a customer support software that helps teams manage and resolve customer queries efficiently. It offers a range of features including ticket management, automation, and reporting to streamline customer support operations.
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