Connect Contextual AI and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Contextual AI
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Ready to use Contextual AI and Xodo Sign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Contextual AI integrations.
Create Datastore
Create a new Datastore.
List Datastores
Retrieve a list of Datastores.
Get Datastore Metadata
Get the details of a given Datastore, including its name, create time, and the list of Agents which are currently configured to use the Datastore.
Reset Datastore
Reset the give Datastore. This operation is irreversible and it deletes all the documents associated with the datastore.
Delete Datastore
Delete a given Datastore, including all the documents ingested into it. This operation is irreversible.
List Documents
Get list of documents in a given Datastore, including document id, name, and ingestion job status.
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Frequently Asked Questions
To start, connect both your Contextual AI and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Contextual AI triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Contextual 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.
The data sync between Contextual AI 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 Contextual 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.
About Contextual AI
Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.
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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