Connect Xodo Sign and AgentX to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Is Sent
Document Completed
Choose an Action
Automatically do this!
Create Conversation With Agent
Start Chat And Send Message
Send Message to Conversation
List Agents
List Agent Conversations
List Workforces
Create Conversation With AI Workforce
Ready to use Xodo Sign and AgentX 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 Conversation
Triggers when New Conversation Started With an Agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
New Agent
Triggers when a new agent is created.
Fetch recent agent messages
Retrieve the agent's messages from the selected conversation that were sent recently.
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 Conversation With Agent
Start a new chat with an agent
Start Chat And Send Message
Start chat and send message
Know More About Xodosign and Agentx Integrations
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Frequently Asked Questions
To start, connect both your Xodo Sign and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in AgentX (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and AgentX 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 AgentX. 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 AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn More
