Connect Botpress and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Workspace
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Ready to use Botpress and Xodo Sign automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Workspace
Trigger when new workspace is created.
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 Botpress integrations.
Create Workspace
Creates a Workspace.
Update Workspace
Update an existing workspace.
Delete Workspace
Delete an Existing Workspace.
Update Account
Update an Existing Account.
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
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Frequently Asked Questions
To start, connect both your Botpress and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Botpress triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Botpress 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 Botpress 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 Botpress 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 Botpress
Botpress is a leading open-source platform designed for creating, managing, and deploying chatbots. It offers a comprehensive suite of tools for developers to build intelligent conversational agents that can be integrated into various applications and services. With its modular architecture and user-friendly interface, Botpress simplifies the process of developing chatbots, making it accessible for both technical and non-technical users.
Learn MoreAbout Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
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