
When this happens...
Document Sent
Document Completed

Automatically do this!
Create Folder
Create Note
Create Task
Delete Folder
Delete Tasks
Delete Context
Create Outline
Delete Goals
Delete Notes
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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 new note is Created.
Triggers when new Tasks is Created.
Triggers when New Task is Created in Context.
Triggers when New Task is Created in Specific Folder.
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 Folder.
Create a Note in Folder.
Creates a Task.

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To start, connect both your Xodo Sign and Toodledo accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Toodledo (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Toodledo. This includes choosing which data fields go into which fields of Toodledo, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Toodledo 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 Toodledo. 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 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 MoreToodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
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