Connect Xodo Sign and 2Chat to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Is Sent
Document Completed
Choose an Action
Automatically do this!
Create Contact
Create Channel
Set WhatsApp About
Send WhatsApp Text Message
Check Phone Number On WhatsApp
Create WhatsApp Group
Add Participants to a WhatsApp Group
Ready to use Xodo Sign and 2Chat 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.
New WhatsApp Message Received
Runs when a new WhatsApp message is received in 2Chat.
New WhatsApp Message Sent
Runs when a new WhatsApp message is sent in 2Chat.
New WhatsApp Message
Runs when a new WhatsApp message is sent or received.
WhatsApp Call Received
Runs when a new WhatsApp call is received.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
Create Contact
Creates a new contact in your system with the provided contact details.
Create Channel
The "Create Channel" action allows you to set up a new WhatsApp channel
Know More About Xodosign and 2chat Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and 2Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in 2Chat (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in 2Chat. This includes choosing which data fields go into which fields of 2Chat, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and 2Chat 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 Xodo Sign and 2Chat. 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 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.
Learn MoreAbout 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
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