Connect Xodo Sign and tracker-1 to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
- Request a new Action for tracker-1
Enable Integrations or automations with these events of Xodo Sign and tracker-1
Enable Integrations or automations with these events of Xodo Sign and tracker-1
Triggers
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
Actions
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Send Reminder
Send Reminder to document.
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Frequently Asked Questions
To start, connect both your Xodo Sign and tracker-1 accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in tracker-1 (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in tracker-1. This includes choosing which data fields go into which fields of tracker-1, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and tracker-1 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 tracker-1. 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 is a tool used to sign legally binding documents online on any device
Learn MoreAbout tracker-1
Tracker helps recruitment and staffing firms build better relationships, workflows, and revenue with our integrated Recruitment ATS and CRM
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