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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 Client
Return clients added to the selected workspace within the specified recent time period.
New Project
Retrieve projects created in the selected workspace within the specified recent time window (in minutes).
New Tag
Retrieve tags in the selected workspace that were created within the last N minutes.
New Time Entry
Retrieve time entries created within the specified recent period, filtered by workspace, project, task, or tag.
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 a Client
Add a new client to the selected Toggl Track workspace.
Create a Project
Creates a new project in the specified Toggl workspace, optionally linking a client and setting template, privacy, and billable options.
Create a Tag
Add a new tag to the specified Toggl Workspace.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Toggl Track accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Toggl Track (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Toggl Track. This includes choosing which data fields go into which fields of Toggl Track, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Toggl Track 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 Toggl Track. 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 Toggl Track
Toggl Track is a time tracking tool designed to help individuals and teams measure and manage their work hours effectively. It offers features like time tracking, reporting, and project management across web, desktop, and mobile platforms.
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