Connect Xodo Sign and Userflow to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Track Event
Delete Group
Find Group
Find User
Create/Update User
Create/Update Group
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
User Created
Triggers when a user is created in Userflow.
Group Created
Triggers when a group is created in Userflow.
Group Updated
Triggers when a group is updated in Userflow.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Send Reminder
Send Reminder to document.
Track Event
Tracks an event for a user/group.
Delete Group
Delete an existing group for specified group id.
Find Group
Finds an existing group
Know More About Xodosign and Userflow Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and Userflow accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Userflow (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Userflow. This includes choosing which data fields go into which fields of Userflow, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Userflow 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 Userflow. 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 Userflow
UserFlow is a tool designed to help developers and product teams build user onboarding flows without coding. It provides interactive guides and in-app messages to enhance user experience.
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