
When this happens...
Document Is Sent
Document Completed

Automatically do this!
Add Row
Update Table Row
Delete Records
Find Table Records
List Table Columns
List All Rows From A Table
Upload File to Record
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when document is sent
Runs when a document is completed in Xodo Sign.
Runs when column value updates
Runs when new row is added
Runs when record is updated
Runs when record is deleted
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Gets the final signed document and provides a download link.
Sends a reminder to a signer to prompt them to sign a document.
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Add row to selected table
Change values for a table row.

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To start, connect both your Xodo Sign and viaSocket Table accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in viaSocket Table (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in viaSocket Table. This includes choosing which data fields go into which fields of viaSocket Table, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and viaSocket Table 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 viaSocket Table. 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 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.
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