Connect Xodo Sign and Voucherify to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create Category
Create Segment
Update Reward
Update Customer
Ready to use Xodo Sign and Voucherify automations
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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.
Voucher Created
Trigger when a new voucher is created.
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.
Create Category
Create category with a specific name and hierarchy.
Create Segment
Create a customer segment.
Update Reward
Update the details of a reward.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Voucherify accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Voucherify (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Voucherify. This includes choosing which data fields go into which fields of Voucherify, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Voucherify 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 Voucherify. 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 is a tool used to sign legally binding documents online on any device
Learn MoreAbout Voucherify
Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.
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