Connect Wizy Chat and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Wizy Chat
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Ready to use Wizy Chat and Xodo Sign automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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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 Wizy Chat integrations.
Ask Chatbot
Sends a question to a chatbot.
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Send Reminder
Send Reminder to document.
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Frequently Asked Questions
To start, connect both your Wizy Chat and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Wizy Chat triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Wizy Chat 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.
The data sync between Wizy Chat and Xodo Sign 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 Wizy Chat 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.
About Wizy Chat
Wizy Chat is a versatile communication platform designed to enhance team collaboration and streamline communication processes. It offers a range of features including instant messaging, file sharing, and integration with other productivity tools, making it an ideal solution for businesses looking to improve internal communication and team efficiency.
Learn MoreAbout Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
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