
When this happens...
Document Sent
Document Completed

Automatically do this!
Post Thread
Post Comment
Post Message
Find Comment
Find a Message
Find Thread
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 thread is created in a channel.
Triggers when a new comment is added in a thread.
Triggers when a new message is added anywhere inside a conversation.
Triggers when a workspace is deleted.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Post a thread to a channel you choose.
Post a comment to a thread you choose.
Post a message to a conversation you choose.

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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 Twist accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Twist (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Twist. This includes choosing which data fields go into which fields of Twist, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Twist 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 Twist. 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 MoreTwist is a team communication tool designed to facilitate organized and efficient collaboration. It helps teams stay on the same page with threaded conversations, ensuring that important information is easy to find and follow.
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