Connect Lyzr and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Lyzr
Choose an Action
Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Ready to use Lyzr and Xodo Sign automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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 Lyzr integrations.
Create User
Create a user.
Update user
Update a user in Lyze.
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 Lyzr and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Lyzr triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Lyzr 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 Lyzr 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 Lyzr 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 Lyzr
Lyzr is an advanced AI-driven platform designed to provide businesses with powerful analytics and insights. By leveraging cutting-edge artificial intelligence technologies, Lyzr helps organizations make data-driven decisions, optimize operations, and enhance overall performance. The platform is ideal for companies looking to harness the power of AI to gain a competitive edge in their industry.
Learn MoreAbout Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
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