Connect Xodo Sign and 2Chat
Integrate Xodo Sign with 2Chat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in 2Chat when Document Is Sent via Xodo Sign
Create Channel in 2chat when Document Is Sent via Xodo Sign
Set WhatsApp About on 2Chat when Document Is Sent via Xodo Sign
Send WhatsApp Text Message via 2Chat when Document Is Sent via Xodo Sign
Check Phone Number On WhatsApp on WhatsApp via 2Chat when Document Is Sent via Xodo Sign
Popular Xodo Sign + 2Chat flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
Choose an action
2Chat
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
Create Contact in 2Chat when Document Is Sent via Xodo Sign
Use this flowCreate Channel in 2chat when Document Is Sent via Xodo Sign
Use this flowSet WhatsApp About on 2Chat when Document Is Sent via Xodo Sign
Use this flowSend WhatsApp Text Message via 2Chat when Document Is Sent via Xodo Sign
Use this flowCheck Phone Number On WhatsApp on WhatsApp via 2Chat when Document Is Sent via Xodo Sign
Use this flowCreate WhatsApp Group in 2Chat when Document Is Sent via Xodo Sign
Use this flowAdd Participants to a WhatsApp Group using 2chat when Document Is Sent via Xodo Sign
Use this flowCreate Contact in Xodo Sign when New WhatsApp Message Received in 2Chat
Use this flowSend Reminder via Xodo Sign when New WhatsApp Message Received in 2Chat
Use this flowFind and Download Document from Xodo Sign when New WhatsApp Message Received in 2Chat
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and 2Chat.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and 2Chat accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Xodo Sign and 2Chat as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach 2Chat. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in 2Chat, and a separate workflow where 2Chat triggers actions in Xodo Sign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Xodo Sign and 2Chat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and 2Chat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
