Connect Callbell and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Contact Updated
Team Membership Updated
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Ready to use Callbell and Xodo Sign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
Contact Updated
Triggers when a contact is updated
Team Membership Updated
Triggered when a team member is added or removed from a team.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
Do thisActions
Action is the task that follows automatically within your Callbell integrations.
Create New Contact
Create a new contact
Update Contact With ID
Updates an existing Callbell contact by modifying details like name, tags, assigned team/user, bot status, and custom fields.
Get Contacts
Get contacts by UUID or phone
Fetch Teams
Fetch teams or a team by UUID
Set Bot Status
Start or stop a contact's bot
List Channels
Fetch messaging channels
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Frequently Asked Questions
To start, connect both your Callbell and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Callbell triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Callbell 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 Callbell 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 Callbell 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 Callbell
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
Learn MoreAbout 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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