Integrations Xodo Sign Workflow Automation
Xodo Sign + Workflow Automation

Connect Xodo Sign and Workflow Automation to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

Workflow Automation

Automatically do this!

Enable Integrations or automations with these events of Xodo Sign and Workflow Automation

Enable Integrations or automations with these events of Xodo Sign and Workflow Automation

Triggers

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

Request a new Trigger for Xodo Sign

Actions

Create Contact

Create Contact

Creates a contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Request a new Action for Xodo Sign

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Workflow Automation?

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

Can we customize how data from Xodo Sign is recorded in Workflow Automation?

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

How often does the data sync between Xodo Sign and Workflow Automation?

The data sync between Xodo Sign and Workflow Automation 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 Workflow Automation?

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 Workflow Automation?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and Workflow Automation. 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

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.

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Workflow Automation

About Workflow Automation

Workflow Automation is a platform designed to streamline and automate repetitive tasks and processes across various applications and services. It enables users to create custom workflows that integrate different tools, enhancing productivity and efficiency in business operations.

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