Connect WhatsApp Business Cloud and Xodo Sign to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Message Notification
Triggers when a new message is received.
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 WhatsApp Business Cloud integrations.
List Templates
List Templates available in the specific phone number.
Send Text Message
Text messages can be sent in customer-initiated conversations only
Send Template Message
Send Template Message
WhatsApp Human Intervention
WhatsApp human inteterface.
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 WhatsApp Business Cloud and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp Business Cloud triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how WhatsApp Business Cloud 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 WhatsApp Business Cloud 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 WhatsApp Business Cloud 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 WhatsApp Business Cloud
WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
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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