Connect Xodo Sign and Wootric to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Is Sent
Document Completed
Choose an Action
Automatically do this!
Create End User
List End Users
List Segments
List Declines
Get All End User’s Declines
Get NPS Summary
Find User By Email
Delete End User
Update EndUsers
getAllResponses
Ready to use Xodo Sign and Wootric automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Create End User
Creates a new end user in Wootric.
List End Users
Get all an existing users.
Know More About Xodosign and Wootric Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and Wootric accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Wootric (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Wootric. This includes choosing which data fields go into which fields of Wootric, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Wootric 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 Wootric. 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 Wootric
Wootric is a customer feedback management platform that helps businesses gather, analyze, and act on customer feedback to improve customer satisfaction and loyalty
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