IntegrationsXodo Signuplead
Xodo Sign + uplead

Connect Xodo Sign and uplead to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

uplead

Automatically do this!

Enable Integrations or automations with these events of Xodo Sign and uplead

Enable Integrations or automations with these events of Xodo Sign and uplead

Triggers

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

Request a new Trigger for Xodo Sign

Actions

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Request a new Action for Xodo Sign

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Frequently Asked Questions

How do I start an integration between Xodo Sign and uplead?

To start, connect both your Xodo Sign and uplead accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in uplead (or vice versa).

Can we customize how data from Xodo Sign is recorded in uplead?

Absolutely. You can customize how Xodo Sign data is recorded in uplead. This includes choosing which data fields go into which fields of uplead, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xodo Sign and uplead?

The data sync between Xodo Sign and uplead typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xodo Sign to uplead?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xodo Sign and uplead?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and uplead. 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

About Xodo Sign

Xodo Sign is a tool used to sign legally binding documents online on any device

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uplead

About uplead

UpLead is a B2B sales intelligence platform to drive growth.

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