viaSocket

Connect Xodo Sign and Chargebee to Build Intelligent Automations

Choose a Trigger

Xodo Sign

When this happens...

Choose an Action

Chargebee

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Triggers when a new document is completed.

New Customer

New Customer

Triggers when a new customer is created.

New Subscription

New Subscription

Triggers when a subscription is created.

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 contact

Find and Download Document

Find and Download Document

Finds and downloads a document

Send Reminder

Send Reminder

Send Reminder to document.

Find Existing Subscription

Find Existing Subscription

Lookup details of an existing subscription.

Get a Customer

Get a Customer

Get information of an existing customer by ID.

Delete a Customer

Delete a Customer

Delete an existing customer by ID.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Chargebee?

To start, connect both your Xodo Sign and Chargebee accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Chargebee (or vice versa).

Can we customize how data from Xodo Sign is recorded in Chargebee?

Absolutely. You can customize how Xodo Sign data is recorded in Chargebee. This includes choosing which data fields go into which fields of Chargebee, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xodo Sign and Chargebee?

The data sync between Xodo Sign and Chargebee typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xodo Sign to Chargebee?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xodo Sign and Chargebee?

Yes, you can set conditional logic to control the flow of data between Xodo Sign and Chargebee. 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.

Xodo Sign

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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Chargebee

About Chargebee

Chargebee is a subscription management and billing platform designed for businesses of all sizes. It automates billing processes, manages subscriptions, and provides comprehensive analytics to help businesses optimize their revenue models.

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