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Connect Xodo Sign and Bolna

Integrate Xodo Sign with Bolna to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Xodo Sign and Bolna.

When this happensTriggers

A trigger is an event that starts a workflow.

Document Is Sent

Document Is Sent

Runs when document is sent

Document Completed

Document Completed

Runs when a document is completed in Xodo Sign.

Call Answered and Completed

Call Answered and Completed

Runs the workflow automatically whenever a completed call is answered by a person (voicemail answers are excluded) and the conversation lasted longer than 0 seconds.

Request a new Trigger for Xodo Sign

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.

Get Final Signed Document

Get Final Signed Document

Gets the final signed document and provides a download link.

Send Reminder

Send Reminder

Sends a reminder to a signer to prompt them to sign a document.

Find and Download Document

Find and Download Document

Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.

Make a Phone Call

Make a Phone Call

Create outbound calls.

List All Executions

List All Executions

Retrieve all agents and their details.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Xodo Sign
Xodo Sign + Bolna
Xodo Sign logo

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.

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Integrations Bolna
Bolna + Xodo Sign
Bolna logo

About Bolna

Bolna is an innovative AI-powered platform designed to enhance communication and interaction through advanced natural language processing capabilities. It offers tools and solutions for seamless and efficient communication, making it ideal for businesses and individuals looking to improve their conversational experiences.

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Frequently Asked Questions

How do I connect Xodo Sign and Bolna?

Sign up for a free viaSocket account, then authorize both your Xodo Sign and Bolna 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Xodo Sign and Bolna as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Xodo Sign to Bolna?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Bolna. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Xodo Sign triggers actions in Bolna, and a separate workflow where Bolna triggers actions in Xodo Sign. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Xodo Sign and Bolna. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Xodo Sign and Bolna integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.