Connect Xodo Sign and Zoho Billing to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Create Invoice
Update an Invoice
Create Customer
Update Customer
Find Invoice
Find Customer
Create New Item
Record Payment
Ready to use Xodo Sign and Zoho Billing 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.
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 Invoice
Creates a new invoice.
Update an Invoice
Updates an existing invoice by its id.
Create Customer
Creates a new customer.
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Frequently Asked Questions
To start, connect both your Xodo Sign and Zoho Billing accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Zoho Billing (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Zoho Billing. This includes choosing which data fields go into which fields of Zoho Billing, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Zoho Billing 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 Zoho Billing. 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 Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
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