Connect Xodo Sign and TidyCal to Build Intelligent Automations

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Xodo Sign

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TidyCal

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

New Bookings

New Bookings

Triggers when a new booking is created in Tidycal.

Cancelled Booking

Cancelled Booking

Triggers when a booking is cancelled in Tidycal.

Rescheduled Booking

Rescheduled Booking

Triggers when a booking is rescheduled.

New Booking Type

New Booking Type

Lists the booking types.

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

List Bookings

List Bookings

Get a list of bookings.

List Teams

List Teams

Get a list of teams.

Get Booking Details

Get Booking Details

Get bookings details by booking ID

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Frequently Asked Questions

How do I start an integration between Xodo Sign and TidyCal?

To start, connect both your Xodo Sign and TidyCal accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in TidyCal (or vice versa).

Can we customize how data from Xodo Sign is recorded in TidyCal?

Absolutely. You can customize how Xodo Sign data is recorded in TidyCal. This includes choosing which data fields go into which fields of TidyCal, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xodo Sign and TidyCal?

The data sync between Xodo Sign and TidyCal typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xodo Sign to TidyCal?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xodo Sign and TidyCal?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and TidyCal. 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.

Xodo Sign

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.

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TidyCal

About TidyCal

TidyCal is a simple, user-friendly scheduling tool designed to streamline the process of booking appointments and meetings. It allows users to set up their availability and share personalized booking links, making it easy for others to schedule time with them. TidyCal integrates with various calendar platforms, such as Google Calendar and Outlook, to automatically sync events and avoid double bookings. It’s popular for its clean interface, customizable settings, and time-saving features for both individuals and teams.

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