
When this happens...
Document Sent
Document Completed

Automatically do this!
Create a Task
Create a Team
Create a Rate
Create a Tag
Create a Project
Update a Project
Update a Tag
Update a Team
Update a Rate
Remove a Task
Remove a Project
Remove a Tag
Remove a Team
Remove a Rate
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is sent.
Triggers when a new document is completed.
Triggers when a new project is created.
Triggers when a new task is created.
Triggers when a new team is created.
Triggers when a new rate is created.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Creates a new task.
Creates a new team.
Create a new rate.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Xodo Sign and Timesheet accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Timesheet (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Timesheet. This includes choosing which data fields go into which fields of Timesheet, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Timesheet 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 Timesheet. 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 is a tool used to sign legally binding documents online on any device
Learn MoreTimesheet.io offers a simple time tracking solution for teams, allowing for easy logging of work hours, project management, and analytics.
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