Connect Cast AI and Xodo Sign to Build Intelligent Automations

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Cast AI

When this happens...

Choose an Action

Xodo Sign

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Ready to use Cast AI and Xodo Sign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Is Sent

Document Is Sent

Runs when document is sent

Document Completed

Document Completed

Runs when a document is completed in Xodo Sign.

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Do thisActions

Action is the task that follows automatically within your Cast AI integrations.

Predict Model

Predict Model

Predict the best model based on the prompt.

Mark Organization

Mark Organization

Mark the organization eligible for tial period.

Create Contact

Create Contact

Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.

Get Final Signed Document

Get Final Signed Document

Gets the final signed document and provides a download link.

Send Reminder

Send Reminder

Sends a reminder to a signer to prompt them to sign a document.

Find and Download Document

Find and Download Document

Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.

Request a new Action for Cast AI

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Frequently Asked Questions

How do I start an integration between Cast AI and Xodo Sign?

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

Can we customize how data from Cast AI is recorded in Xodo Sign?

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

How often does the data sync between Cast AI and Xodo Sign?

The data sync between Cast AI and Xodo Sign 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 Cast AI to Xodo Sign?

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 Cast AI and Xodo Sign?

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

Cast AI

About Cast AI

Cast AI is a platform that provides automated cloud optimization solutions, helping businesses manage and optimize their cloud resources efficiently. It leverages AI to reduce cloud costs, enhance performance, and ensure high availability of applications.

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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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