Xodo Sign + Way We Do

Connect Xodo Sign and Way We Do to Build Intelligent Automations

Choose a Trigger

When this happens...

Document Sent
Document Completed

Choose an Action

Automatically do this!

Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users

Ready to use Xodo Sign and Way We Do automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

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.

New Comment

Triggers when a new comment is added to a checklist.

Checklist Started

Triggers when a checklist instance is started.

Checklist Step Completed

Triggers when a checklist instance step is completed.

Procedure Accepted

Triggers when a procedure has been accepted.

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.

Add a New User

Create and invite a New User.

Complete a Checklist Step

Mark a specific step in a checklist instance as complete.

Add a Checklist Comment

Adds a new comment to an Activated Checklist Instance step.

We'll help you get started

Our team is all set to help you!

Know More About Xodosign and Way We Do Integrations

Xodo Sign Automation: Eliminate Manual Document Work

Automate Xodo Sign workflows with viaSocket. Send contracts, track signatures, save documents, notify teams, and update your CRM automatically.

Know more

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Way We Do?

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

Can we customize how data from Xodo Sign is recorded in Way We Do?

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

How often does the data sync between Xodo Sign and Way We Do?

The data sync between Xodo Sign and Way We Do 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 Way We Do?

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 Way We Do?

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

Signatures

Learn More

About Way We Do

Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.

Project Management

Learn More

Connect Xodo Sign and Way We Do to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Xodo Sign and Way We Do automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

Document Sent

Document Completed

New Comment

Checklist Started

Checklist Step Completed

Procedure Accepted

Do thisActionsAction is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Find and Download Document

Send Reminder

Add a New User

Complete a Checklist Step

Add a Checklist Comment

We'll help you get started

Know More About Xodosign and Way We Do Integrations

Xodo Sign Automation: Eliminate Manual Document Work

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

Frequently Asked Questions

About Xodo Sign

About Way We Do

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.