
When this happens...
Document Sent
Document Completed

Automatically do this!
Get a User
Get user objects
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.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Retrive details of a User BY ID.
Gets user objects.

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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 UseResponse accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in UseResponse (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in UseResponse. This includes choosing which data fields go into which fields of UseResponse, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and UseResponse 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 UseResponse. 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 MoreUseresponse is a customer service platform that offers features like multichannel help desk, live chat, and self-service knowledge base to improve customer support. It integrates with various apps but can be pricier than some competitors.
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