Connect Xodo Sign and Toodledo to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Is Sent
Document Completed
Choose an Action
Automatically do this!
List Tasks
List Notes
Create Outline
Create Task
Delete Tasks by IDs
Create Note
Create Folder
Ready to use Xodo Sign and Toodledo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
New Notes Added to Folder
Triggers when a new note is added to the folder you choose.
New Task Created
Runs when new task is created in Toodledo.
New Task Created In Folder
Runs when a new task is created in the specified folder.
Task Is Completed
Runs when a task is marked completed.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
List Tasks
List tasks from your account.
List Notes
Retrieve notes from Toodledo, optionally filtered by date range or folder.
Know More About Xodosign and Toodledo Integrations
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
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Frequently Asked Questions
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.
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 Toodledo
Toodledo 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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