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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a lead is unsubscribed
Triggers when a lead category is updated
Triggers when a document is sent.
Triggers when a new document is completed.
Action is the task that follows automatically within your Smartlead AI integrations.
This endpoint fetches all the campaigns in your account
This endpoint creates a new campaign
This endpoint fetches a campaign based on its ID
This endpoint deletes a campaign based on its ID
This endpoint fetches all the leads in a campaign using the campaign’s ID
This endpoint fetches all your categories

Automate Xodo Sign workflows with viaSocket. Send contracts, track signatures, save documents, notify teams, and update your CRM automatically.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
To start, connect both your Smartlead AI and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartlead AI triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Smartlead 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 Smartlead 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 Smartlead 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.
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
Learn MoreXodo 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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